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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
501
Grassi Investment Management
California
$1.16M – – –
V
502
Veritable
Delaware
$1.15M +$152K +789 +15%
TU
503
TDAM USA
Ontario, Canada
$1.15M -$962 -5 -0.1%
DT
504
Diversified Trust
Tennessee
$1.15M +$836K +4,345 +273%
CFA
505
Carroll Financial Associates
North Carolina
$1.12M -$31.2K -162 -3%
SSB
506
Sandy Spring Bank
Maryland
$1.12M +$15.6K +81 +1%
FNBOMD
507
First National Bank of Mount Dora
Florida
$1.11M -$1.15M -5,961 -51%
AAS
508
Avantax Advisory Services
Texas
$1.11M +$184K +957 +20%
DIA
509
Dean Investment Associates
Ohio
$1.1M -$111K -578 -9%
OQS
510
Occudo Quantitative Strategies
Florida
$1.1M -$387K -2,008 -26%
GT
511
Greenleaf Trust
Michigan
$1.1M -$92.6K -481 -8%
NMIMC
512
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M -$234K -1,214 -18%
JFL
513
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M – – –
WB
514
WesBanco Bank
West Virginia
$1.1M +$1.1M +5,690 New
MCCP
515
Mission Creek Capital Partners
California
$1.08M -$3.08K -16 -0.3%
RMDI
516
R.M. Davis Inc
Maine
$1.07M -$169K -876 -14%
CAM
517
Cresset Asset Management
Illinois
$1.06M +$668K +3,470 +173%
FT
518
Fiduciary Trust
Massachusetts
$1.05M -$2.69K -14 -0.3%
S
519
SignatureFD
Georgia
$1.05M +$93K +483 +10%
JCM
520
Jag Capital Management
Missouri
$1.04M -$4.62K -24 -0.4%
MP
521
McDonald Partners
Ohio
$1.03M +$59.1K +307 +6%
EMG
522
ETF Managers Group
New Jersey
$1.03M +$1.02M +5,314 New
RJT
523
Raymond James Trust
Florida
$1.03M -$33.1K -172 -3%
EI
524
Ethic Inc
New York
$1.02M +$256K +1,328 +34%
GG
525
Gofen & Glossberg
Illinois
$1.02M +$188K +978 +23%
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