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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Mission Wealth Management
California
$593K +$25.4K +163 +4%
BIM
552
Bridges Investment Management
Nebraska
$591K – – –
AFC
553
AFT Forsyth & Company
Florida
$590K – – –
RCA
554
Rowland Carmichael Advisors
Arizona
$590K – – –
CT
555
Coastline Trust
Rhode Island
$587K – – –
FCBT
556
First Citizens Bank & Trust
North Carolina
$587K – – –
WFM
557
Wolff Financial Management
Michigan
$582K +$588K +3,775 New
APP
558
Avantax Planning Partners
Iowa
$579K +$342K +2,197 +141%
DJSG
559
D.J. St. Germain
Massachusetts
$576K – – –
TWM
560
Titus Wealth Management
California
$573K -$7.79K -50 -1%
BCM
561
Brookstone Capital Management
Illinois
$573K +$54.1K +347 +10%
HMS
562
Hanseatic Management Services
New Mexico
$572K +$578K +3,710 New
LMAM
563
Legg Mason Asset Management
Japan
$571K -$280K -1,800 -33%
CFGS
564
Concourse Financial Group Securities
Alabama
$571K +$227K +1,459 +65%
KCM
565
Kanawha Capital Management
Virginia
$570K – – –
SFA
566
Sequoia Financial Advisors
Ohio
$561K – – –
UCMOK
567
United Capital Management of KS
Kansas
$561K +$16K +103 +3%
CI
568
Conning Inc
Connecticut
$559K -$49.9K -320 -8%
ECAM
569
East Coast Asset Management
Massachusetts
$554K -$54.5K -350 -9%
IA
570
IFG Advisory
Georgia
$550K -$7.32K -47 -1%
6M
571
6 Meridian
Kansas
$547K -$6.23K -40 -1%
VFA
572
Voya Financial Advisors
Connecticut
$546K +$41.6K +267 +8%
SCM
573
Schnieders Capital Management
California
$542K -$7.79K -50 -1%
HTC
574
Haverford Trust Company
Pennsylvania
$540K – – –
RA
575
RFG Advisory
Alabama
$539K +$93.5K +600 +21%
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