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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Meridian Wealth Management
Kentucky
$541K -$9.67K -72 -2%
BIM
527
Bridges Investment Management
Nebraska
$537K +$542K +4,033 New
CB
528
CNB Bank
Pennsylvania
$532K – – –
MC
529
Moors & Cabot
Massachusetts
$531K +$21.8K +162 +4%
ECAM
530
East Coast Asset Management
Massachusetts
$525K -$60.2K -448 -10%
BA
531
Boston Advisors
Massachusetts
$525K -$38.8K -289 -7%
NAP
532
New Amsterdam Partners
New York
$522K +$526K +3,919 New
GFPC
533
Global Financial Private Capital
Florida
$517K +$672 +5 +0.1%
RA
534
RFG Advisory
Alabama
$517K +$80.7K +601 +18%
PCAP
535
Pratt Collard Advisory Partners
New York
$516K – – –
OA
536
Oxbow Advisors
Texas
$515K – – –
FCBT
537
First Citizens Bank & Trust
North Carolina
$514K +$2.82K +21 +0.5%
FWP
538
FAS Wealth Partners
Kansas
$512K -$34.8K -259 -6%
AFC
539
AFT Forsyth & Company
Florida
$509K -$36.9K -275 -7%
DY
540
Dowling & Yahnke
California
$504K -$2.69K -20 -0.5%
AP
541
Advisor Partners
California
$501K +$34.7K +258 +7%
CAM
542
Carret Asset Management
New York
$493K – – –
KCM
543
Kanawha Capital Management
Virginia
$493K – – –
AIM
544
Anchor Investment Management
South Carolina
$491K -$7.25K -54 -1%
IA
545
IFG Advisory
Georgia
$486K -$17.6K -131 -3%
SFA
546
Sequoia Financial Advisors
Ohio
$485K -$134 -1 -0%
LNC
547
Lincoln National Corp
Pennsylvania
$484K -$477K -3,554 -49%
FNBOMD
548
First National Bank of Mount Dora
Florida
$484K -$46.9K -349 -9%
NFC
549
Northeast Financial Consultants
Connecticut
$479K – – –
MWM
550
Mission Wealth Management
California
$479K +$4.57K +34 +1%
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