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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
526
Eudaimonia Partners
Tennessee
$1M -$28.7K -149 -3%
PAM
527
Pegasus Asset Management
New York
$995K +$20.2K +105 +2%
WT
528
Whittier Trust
California
$985K – – –
SG
529
Stonnington Group
California
$985K +$1.04M +5,410 New
MSFP
530
Mark Sheptoff Financial Planning
Connecticut
$984K – – –
CMI
531
Clare Market Investments
Texas
$983K +$981K +5,097 New
AFA
532
Abacus FCF Advisors
Florida
$983K -$284K -1,474 -22%
MCM
533
Murphy Capital Management
New Jersey
$974K -$12.1K -63 -1%
ATPW
534
Ashton Thomas Private Wealth
Arizona
$972K +$118K +612 +14%
CCG
535
Ceeto Capital Group
Florida
$964K – – –
OIM
536
Opus Investment Management
Massachusetts
$964K – – –
IAIM
537
International Assets Investment Management
Florida
$964K +$458K +2,379 +95%
TC
538
Toews Corporation
New Jersey
$964K +$962K +5,000 New
PGFC
539
Peapack-Gladstone Financial Corp
New Jersey
$959K -$28.9K -150 -3%
BC
540
Burney Company
Virginia
$958K – – –
EFSCE
541
Enterprise Financial Services Corp (EFSC)
Missouri
$956K +$3.85K +20 +0.4%
KNW
542
Kesler Norman & Wride
Utah
$956K +$220K +1,142 +30%
SIAG
543
Signet Investment Advisory Group
Rhode Island
$955K +$27.9K +145 +3%
IAMOG
544
Investors Asset Management of Georgia
Georgia
$952K – – –
HSA
545
HBK Sorce Advisory
Pennsylvania
$950K -$155K -805 -14%
CT
546
Caldwell Trust
Florida
$945K -$29.3K -152 -3%
RT
547
Rockland Trust
Massachusetts
$942K +$73.9K +384 +9%
MWA
548
Moser Wealth Advisors
Washington
$942K +$940K +4,884 New
HIIFS
549
Harel Insurance Investments & Financial Services
Israel
$931K -$25.2K -131 -8%
LNC
550
Lincoln National Corp
Pennsylvania
$929K -$9.43K -49 -1%
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