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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
551
Physicians Financial Services
North Carolina
$690K -$71.8K -470 -9%
ALMGDA
552
AG2R La Mondiale Gestion d'Actifs
France
$690K +$799K +5,231 New
KWM
553
KFG Wealth Management
Indiana
$689K -$10.2K -67 -1%
IWM
554
IHT Wealth Management
Illinois
$687K -$30.4K -199 -4%
CWM
555
Congress Wealth Management
Massachusetts
$683K +$260K +1,700 +58%
FRM
556
Fox Run Management
Connecticut
$678K +$703K +4,604 New
GS
557
GTS Securities
Florida
$673K +$698K +4,571 New
JF
558
Jump Financial
Illinois
$672K +$298K +1,950 +75%
PFS
559
Prospera Financial Services
Texas
$668K -$1.99K -13 -0.3%
IFG
560
Independent Financial Group
California
$666K +$467K +3,061 +210%
AMBIA
561
Allen Mooney & Barnes Investment Advisors
Georgia
$665K +$611 +4 +0.1%
MP
562
McDonald Partners
Ohio
$663K +$88.6K +580 +15%
KIG
563
Kennedy Investment Group
New Jersey
$660K -$10.2K -67 -1%
OIS
564
Okabena Investment Services
Minnesota
$659K +$64.7K +424 +10%
BC
565
Burney Company
Virginia
$659K -$2.29K -15 -0.3%
TF
566
Tompkins Financial
New York
$656K – – –
IAMOG
567
Investors Asset Management of Georgia
Georgia
$656K -$3.82K -25 -0.6%
OAC
568
OMERS Administration Corp
Ontario, Canada
$654K -$113K -739 -14%
TSWM
569
Triangle Securities Wealth Management
North Carolina
$651K +$291K +1,904 +76%
GVAG
570
Great Valley Advisor Group
Delaware
$649K -$48.1K -315 -7%
PCA
571
Pallas Capital Advisors
Massachusetts
$647K +$671K +4,393 New
EF
572
Empirical Finance
Pennsylvania
$646K +$24.3K +159 +4%
PWA
573
Primoris Wealth Advisors
Florida
$646K -$3.67K -24 -0.5%
MWM
574
Modera Wealth Management
New Jersey
$644K -$88.7K -581 -12%
IAN
575
Integrated Advisors Network
Texas
$639K +$328K +2,148 +98%
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