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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
526
Next Financial Group
Texas
$534K -$190K -1,539 -28%
ECAM
527
East Coast Asset Management
Massachusetts
$534K – – –
MIFH
528
Migdal Insurance & Financial Holdings
Israel
$534K +$130K +1,055 +36%
CT
529
Coastline Trust
Rhode Island
$526K -$81.5K -660 -15%
FNBT
530
FineMark National Bank & Trust
Florida
$525K +$54.8K +444 +13%
PCAP
531
Pratt Collard Advisory Partners
New York
$524K – – –
OA
532
Oxbow Advisors
Texas
$523K – – –
FCBT
533
First Citizens Bank & Trust
North Carolina
$522K – – –
BIM
534
Bridges Investment Management
Nebraska
$519K -$24.7K -200 -5%
RCA
535
Rowland Carmichael Advisors
Arizona
$518K -$51.8K -420 -10%
AFC
536
AFT Forsyth & Company
Florida
$517K – – –
DY
537
Dowling & Yahnke
California
$513K – – –
PCM
538
Prelude Capital Management
New York
$506K -$521K -4,217 -53%
IA
539
IFG Advisory
Georgia
$505K +$10.4K +84 +2%
DJSG
540
D.J. St. Germain
Massachusetts
$505K +$19.8K +160 +4%
MWM
541
Meridian Wealth Management
Kentucky
$502K -$43.8K -355 -9%
CAM
542
Carret Asset Management
New York
$500K – – –
KCM
543
Kanawha Capital Management
Virginia
$500K – – –
MWM
544
Mission Wealth Management
California
$493K +$5.43K +44 +1%
SFA
545
Sequoia Financial Advisors
Ohio
$492K – – –
CRWM
546
Castle Rock Wealth Management
California
$490K +$37.8K +306 +9%
PCA
547
Personal Capital Advisors
California
$489K +$260K +2,104 +140%
FWP
548
FAS Wealth Partners
Kansas
$487K -$30.6K -248 -6%
LNC
549
Lincoln National Corp
Pennsylvania
$487K -$4.44K -36 -1%
AIM
550
Anchor Investment Management
South Carolina
$487K -$11.1K -90 -2%
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