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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
501
Grassi Investment Management
California
$1.04M – – –
JFL
502
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.03M – – –
SWP
503
Stratos Wealth Partners
Ohio
$1.02M +$122K +739 +14%
V
504
Veritable
Delaware
$999K -$8.76K -53 -0.9%
ECM
505
Evergreen Capital Management
Washington
$997K +$951K +5,756 New
WS
506
Wedbush Securities
California
$995K +$93K +563 +11%
NIT
507
NumerixS Investment Technologies
British Columbia, Canada
$990K +$233K +1,413 +33%
MSFP
508
Mark Sheptoff Financial Planning
Connecticut
$988K -$33K -200 -3%
EP
509
Eudaimonia Partners
Tennessee
$988K +$155K +941 +20%
EGM
510
Engineers Gate Manager
New York
$987K +$667K +4,036 +243%
WSTAM
511
Wilbanks Smith & Thomas Asset Management
Virginia
$981K +$32.2K +195 +4%
MCCP
512
Mission Creek Capital Partners
California
$977K +$36.5K +221 +4%
HCM
513
Hall Capital Management
Rhode Island
$967K -$7.43K -45 -0.8%
CA
514
Continuum Advisory
Idaho
$955K +$904K +5,470 New
CFGS
515
Concourse Financial Group Securities
Alabama
$952K +$290K +1,756 +47%
MCM
516
Murphy Capital Management
New Jersey
$948K -$24K -145 -3%
LNC
517
Lincoln National Corp
Pennsylvania
$948K +$313K +1,894 +53%
UAS
518
United Asset Strategies
New York
$944K +$900K +5,448 New
FT
519
Fiduciary Trust
Massachusetts
$931K -$47.9K -290 -5%
CFA
520
Carroll Financial Associates
North Carolina
$931K +$410K +2,479 +86%
LSERS
521
Louisiana State Employees Retirement System
Louisiana
$918K -$116K -700 -12%
PAM
522
Palisade Asset Management
Minnesota
$916K – – –
AIP
523
Ameritas Investment Partners
Nebraska
$913K -$129K -780 -13%
CT
524
Caldwell Trust
Florida
$909K +$330 +2 +0%
FHA
525
Flagship Harbor Advisors
Massachusetts
$905K +$144K +869 +20%
19 20
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