HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ESML Share Count | ||||
| Bangor Savings Bank | 9,969 | 18,106 | +8,137 | +81.62% |
| Morris Financial Concepts Inc. | 3,747 | 5,390 | +1,643 | +43.85% |
| Financial Synergies Wealth Advisors Inc. | 178 | 254 | +76 | +42.70% |
| Grimes & Company Inc. | 18,564 | 24,287 | +5,723 | +30.83% |
| APCM Wealth Management for Individuals | 100,846 | 120,622 | +19,776 | +19.61% |
| Apella Capital LLC | 49,024 | 56,390 | +7,366 | +15.03% |
| Dohj LLC | 69,742 | 79,684 | +9,942 | +14.26% |
| Omega Financial Group LLC | 48,048 | 53,966 | +5,918 | +12.32% |
| Trust Co | 5,972 | 6,572 | +600 | +10.05% |
| Falcon Wealth Planning | 6,299 | 6,850 | +551 | +8.75% |
| Trilogy Capital Inc. | 45,918 | 49,397 | +3,479 | +7.58% |
| Shira Ridge Wealth Management | 5,748 | 6,166 | +418 | +7.27% |
| Towerpoint Wealth LLC | 16,699 | 17,764 | +1,065 | +6.38% |
| Garrett Investment Advisors LLC | 44,263 | 46,817 | +2,554 | +5.77% |
| Francis Financial Inc. | 48,282 | 50,649 | +2,367 | +4.90% |
| Wealth Enhancement Advisory Services LLC | 106,304 | 110,628 | +4,324 | +4.07% |
| Parkside Advisors LLC | 109,173 | 112,602 | +3,429 | +3.14% |
| Boston Standard Wealth Management LLC | 12,655 | 13,041 | +386 | +3.05% |
| Opal Wealth Advisors LLC | 8,688 | 8,906 | +218 | +2.51% |
| Miracle Mile Advisors LLC | 27,221 | 27,759 | +538 | +1.98% |
| Cranbrook Wealth Management LLC | 23,577 | 23,997 | +420 | +1.78% |
| Wealthcare Advisory Partners LLC | 43,141 | 43,898 | +757 | +1.75% |
| West Coast Financial LLC | 8,147 | 8,281 | +134 | +1.64% |
| Stewardship Advisors LLC | 56,449 | 57,373 | +924 | +1.64% |
| Moller Financial Services | 6,169 | 6,260 | +91 | +1.48% |
| Hart & Patterson Financial Group LLC | 46,375 | 46,970 | +595 | +1.28% |
| Stephens Consulting LLC | 53,841 | 54,457 | +616 | +1.14% |
| Founders Financial Securities LLC | 6,194 | 6,239 | +45 | +0.73% |
| Stordahl Capital Management Inc. | 6,696 | 6,734 | +38 | +0.57% |
| Planning Alternatives Ltd. ADV | 19,368 | 19,460 | +92 | +0.48% |
| Signature Securities Group Corporation | 7,375 | 7,395 | +20 | +0.27% |
| Atticus Wealth Management LLC | 1,825 | 1,829 | +4 | +0.22% |
| Bluestem Financial Advisors LLC | 84,119 | 84,264 | +145 | +0.17% |
| Clarius Group LLC | 18,650 | 18,652 | +2 | +0.01% |
| 13F Filers Reporting New Positions In ESML | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 6,019 | +6,019 | +100% |
| Hilltop Wealth Advisors LLC | 0 | 28,782 | +28,782 | +100% |
| Foster Group Inc. | 0 | 6,043 | +6,043 | +100% |
| IMPACTfolio LLC | 0 | 61,135 | +61,135 | +100% |
| Viewpoint Capital Management LLC | 0 | 5,000 | +5,000 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Barrett & Company Inc. | 70 | 70 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 285 | 285 | UNCH | 0.00% |
| Diversified Trust Co | 19,945 | 19,945 | UNCH | 0.00% |
| Northwest Capital Management Inc | 490 | 490 | UNCH | 0.00% |
| Pathway Financial Advisors LLC | 12,274 | 12,274 | UNCH | 0.00% |
| Hurlow Wealth Management Group Inc. | 13,040 | 13,040 | UNCH | 0.00% |
| Carolina Wealth Advisors LLC | 4,044 | 4,044 | UNCH | 0.00% |
| CVA Family Office LLC | 496 | 496 | UNCH | 0.00% |
| GoalVest Advisory LLC | 2,559 | 2,559 | UNCH | 0.00% |
| Brewster Financial Planning LLC | 9,354 | 9,354 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 542 | 542 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 183 | 183 | UNCH | 0.00% |
| Horizons Wealth Management | 5,127 | 5,127 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 1,587 | 1,587 | UNCH | 0.00% |
| 13F Filers Decreasing ESML Share Count | ||||
| Well Done LLC | 27,200 | 15,000 | -12,200 | -44.85% |
| Stratos Wealth Partners LTD. | 113,823 | 76,142 | -37,681 | -33.10% |
| Affinity Capital Advisors LLC | 26,029 | 20,573 | -5,456 | -20.96% |
| CWM LLC | 18,716 | 16,371 | -2,345 | -12.53% |
| AdvisorNet Financial Inc | 8,281 | 7,537 | -744 | -8.98% |
| Montecito Bank & Trust | 16,216 | 15,016 | -1,200 | -7.40% |
| RFG Advisory LLC | 17,594 | 16,560 | -1,034 | -5.88% |
| Brookstone Capital Management | 23,473 | 22,498 | -975 | -4.15% |
| Tarbox Family Office Inc. | 7,070 | 6,810 | -260 | -3.68% |
| Asset Dedication LLC | 62,155 | 60,289 | -1,866 | -3.00% |
| Congress Wealth Management LLC DE | 31,275 | 30,634 | -641 | -2.05% |
| One Wealth Advisors LLC | 11,483 | 11,259 | -224 | -1.95% |
| Harbor Group Inc. | 8,448 | 8,379 | -69 | -0.82% |
| Mather Group LLC. | 97,179 | 96,598 | -581 | -0.60% |
| Acropolis Investment Management LLC | 15,680 | 15,590 | -90 | -0.57% |
| 13F Filers Exiting ESML | ||||
| McGlone Suttner Wealth Management Inc. | 1,082 | 0 | -1,082 | -100.00% |
| International Assets Investment Management LLC | 532 | 0 | -532 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 364 | 0 | -364 | -100.00% |
| Appleton Partners Inc. MA | 6,783 | 0 | -6,783 | -100.00% |
| ST Germain D J Co. Inc. | 20 | 0 | -20 | -100.00% |
See Summary: Institutional Holders of ESML
See Details: Top 10 Hedge Funds Holding ESML
