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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
526
CNB Bank
Pennsylvania
$541K – – –
NFG
527
Next Financial Group
Texas
$534K -$190K -1,539 -28%
ECAM
528
East Coast Asset Management
Massachusetts
$534K – – –
MIFH
529
Migdal Insurance & Financial Holdings
Israel
$534K +$130K +1,055 +36%
CT
530
Coastline Trust
Rhode Island
$526K -$81.5K -660 -15%
FNBT
531
FineMark National Bank & Trust
Florida
$525K +$54.8K +444 +13%
PCAP
532
Pratt Collard Advisory Partners
New York
$524K – – –
OA
533
Oxbow Advisors
Texas
$523K – – –
FCBT
534
First Citizens Bank & Trust
North Carolina
$522K – – –
BIM
535
Bridges Investment Management
Nebraska
$519K -$24.7K -200 -5%
RCA
536
Rowland Carmichael Advisors
Arizona
$518K -$51.8K -420 -10%
AFC
537
AFT Forsyth & Company
Florida
$517K – – –
DY
538
Dowling & Yahnke
California
$513K – – –
PCM
539
Prelude Capital Management
New York
$506K -$521K -4,217 -53%
IA
540
IFG Advisory
Georgia
$505K +$10.4K +84 +2%
DJSG
541
D.J. St. Germain
Massachusetts
$505K +$19.8K +160 +4%
MWM
542
Meridian Wealth Management
Kentucky
$502K -$43.8K -355 -9%
CAM
543
Carret Asset Management
New York
$500K – – –
KCM
544
Kanawha Capital Management
Virginia
$500K – – –
MWM
545
Mission Wealth Management
California
$493K +$5.43K +44 +1%
SFA
546
Sequoia Financial Advisors
Ohio
$492K – – –
CRWM
547
Castle Rock Wealth Management
California
$490K +$37.8K +306 +9%
PCA
548
Personal Capital Advisors
California
$489K +$260K +2,104 +140%
FWP
549
FAS Wealth Partners
Kansas
$487K -$30.6K -248 -6%
LNC
550
Lincoln National Corp
Pennsylvania
$487K -$4.44K -36 -1%
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