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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Mission Wealth Management
California
$554K +$6.11K +43 +1%
SFA
552
Sequoia Financial Advisors
Ohio
$548K – – –
MWM
553
Meridian Wealth Management
Kentucky
$547K -$10.2K -72 -2%
IA
554
IFG Advisory
Georgia
$544K -$17.5K -123 -3%
FWP
555
FAS Wealth Partners
Kansas
$543K +$1.56K +11 +0.3%
6M
556
6 Meridian
Kansas
$540K +$16.5K +116 +3%
SCM
557
Schnieders Capital Management
California
$537K – – –
BBHC
558
Brown Brothers Harriman & Co
New York
$537K +$28.4K +200 +6%
SBH
559
Segall Bryant & Hamill
Illinois
$534K +$32.1K +226 +7%
UCMOK
560
United Capital Management of KS
Kansas
$532K +$502K +3,534 New
HTC
561
Haverford Trust Company
Pennsylvania
$527K – – –
AIM
562
Anchor Investment Management
South Carolina
$526K -$14.2K -100 -3%
MSE
563
MUFG Securities EMEA
United Kingdom
$522K +$473K +3,327 +2,294%
FPB
564
First PREMIER Bank
South Dakota
$512K -$1.42K -10 -0.3%
TNB
565
Thomasville National Bank
Georgia
$507K – – –
BCM
566
Brookstone Capital Management
Illinois
$507K +$479K +3,373 New
ADMI
567
Albert D. Mason Inc
Massachusetts
$506K -$123K -863 -20%
LNC
568
Lincoln National Corp
Pennsylvania
$504K -$35.1K -247 -7%
GWCM
569
Godshalk Welsh Capital Management
Pennsylvania
$504K – – –
HSA
570
HBK Sorce Advisory
Pennsylvania
$502K -$103K -727 -18%
PP
571
Palladium Partners
Virginia
$500K -$17.8K -125 -4%
CC
572
ClearArc Capital
Ohio
$500K +$284 +2 +0.1%
SCP
573
Syntal Capital Partners
Texas
$496K +$79.8K +562 +21%
MC
574
Moors & Cabot
Massachusetts
$494K -$5.11K -36 -1%
VFA
575
Voya Financial Advisors
Connecticut
$492K +$121K +853 +35%
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