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Calix
CALX

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
251
Essential Partners
California
$2.24K +$2.48K +59 +5,900%
SPIA
252
Steward Partners Investment Advisory
New York
$2.17K -$75.6K -1,803 -97%
HFS
253
Hantz Financial Services
Michigan
$2K -$21.6K -515 -90%
QL
254
Quarry LP
New York
$1.9K +$1.05K +25 +96%
SS
255
SBI Securities
Japan
$1.83K +$1.34K +32 +188%
KFAS
256
Keating Financial Advisory Services
Kansas
$1.79K -$210 -5 -9%
CTC
257
Central Trust Company
Missouri
$1.08K -$1.01K -24 -45%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$1.01K – – –
MSG
259
Main Street Group
Virginia
$1.01K – – –
RF
260
Rossby Financial
Florida
$858 -$210 -5 -18%
CFD
261
Creative Financial Designs
Indiana
$858 – – –
FFO
262
Fortitude Family Office
Arizona
$821 -$503 -12 -35%
JWA
263
JFS Wealth Advisors
Pennsylvania
$747 +$755 +18 +900%
HWP
264
Highline Wealth Partners
California
$672 -$1.55K -37 -67%
GFA
265
Godfrey Financial Associates
New York
$672 – – –
MCM
266
Manchester Capital Management
Vermont
$560 – – –
PWA
267
Physician Wealth Advisors
Utah
$523 -$881 -21 -60%
PMFA
268
Plante Moran Financial Advisors
Michigan
$485 +$545 +13 New
AW
269
Ankerstar Wealth
Texas
$411 +$84 +2 +22%
SIC
270
SJS Investment Consulting
Ohio
$336 +$84 +2 +29%
APFP
271
Action Point Financial Planning
Michigan
$336 +$420 +10 New
GWM
272
Gilpin Wealth Management
Colorado
$224 -$210 -5 -45%
TC
273
Trust Company
Kansas
$224 – – –
OCWP
274
Owl Creek Wealth Partners
Colorado
$187 – – –
LFG
275
Larson Financial Group
Missouri
$149 – – –
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11
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