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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
526
Traverso Chambers Private Wealth Management
California
$648K +$655K +4,202 New
EFSCE
527
Enterprise Financial Services Corp (EFSC)
Missouri
$645K – – –
OIA
528
Optimum Investment Advisors
Illinois
$645K – – –
HFM
529
Harvest Fund Management
China
$644K +$188K +1,206 +41%
HBT
530
Hills Bank & Trust
Iowa
$641K -$1.87K -12 -0.3%
LFAS
531
Level Four Advisory Services
Texas
$638K -$188K -1,205 -23%
RCM
532
Radnor Capital Management
Pennsylvania
$637K – – –
DY
533
Dowling & Yahnke
California
$628K – – –
LWM
534
Liberty Wealth Management
California
$625K +$632K +4,056 New
FHA
535
Flagship Harbor Advisors
Massachusetts
$622K -$38K -244 -6%
AP
536
Appleton Partners
Massachusetts
$620K -$7.32K -47 -1%
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$618K – – –
CAM
538
Carret Asset Management
New York
$617K -$15.6K -100 -2%
CB
539
CNB Bank
Pennsylvania
$617K – – –
SIAG
540
Signet Investment Advisory Group
Rhode Island
$611K +$618K +3,967 New
CI
541
Cigna Investments
Connecticut
$598K +$14.5K +93 +2%
OA
542
Oxbow Advisors
Texas
$597K – – –
PCAP
543
Pratt Collard Advisory Partners
New York
$596K -$1.4K -9 -0.2%
FNBT
544
FineMark National Bank & Trust
Florida
$594K +$2.49K +16 +0.4%
MWM
545
Mission Wealth Management
California
$593K +$25.4K +163 +4%
BIM
546
Bridges Investment Management
Nebraska
$591K – – –
AFC
547
AFT Forsyth & Company
Florida
$590K – – –
RCA
548
Rowland Carmichael Advisors
Arizona
$590K – – –
CT
549
Coastline Trust
Rhode Island
$587K – – –
FCBT
550
First Citizens Bank & Trust
North Carolina
$587K – – –
20 21
22
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