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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
576
Migdal Insurance & Financial Holdings
Israel
$423K -$138K -1,024 -24%
HSA
577
HBK Sorce Advisory
Pennsylvania
$423K +$429K +3,177 New
FIM
578
Freedom Investment Management
Connecticut
$421K +$55.2K +409 +15%
LNWWM
579
Laird Norton Wetherby Wealth Management
California
$419K -$1.08K -8 -0.3%
PM
580
Parametrica Management
Hong Kong
$416K +$56.3K +417 +15%
LCM
581
LVM Capital Management
Michigan
$415K – – –
BUB
582
BBVA USA Bancshares
Texas
$413K -$1.62K -12 -0.4%
AP
583
Advisor Partners
California
$411K +$46K +341 +12%
MWM
584
Mission Wealth Management
California
$411K +$55.6K +412 +15%
CHAM
585
Clear Harbor Asset Management
Connecticut
$408K – – –
BRA
586
Blue Rock Advisors
Minnesota
$400K +$405K +3,000 New
HCMT
587
Highland Capital Management (Texas)
Texas
$400K +$405K +3,000 New
SC
588
Schulhoff & Co
Ohio
$390K – – –
PFPT
589
Pinnacle Financial Partners (Tennessee)
Tennessee
$386K +$391K +2,900 New
APP
590
Avantax Planning Partners
Iowa
$385K -$540 -4 -0.1%
WAM
591
Wealthspire Advisors (Maryland)
Maryland
$385K +$106K +789 +38%
EP
592
Edgestream Partners
New Jersey
$384K -$879K -6,516 -69%
SEC
593
Seven Eight Capital
New York
$374K +$364K +2,700 +2,571%
YL
594
YCG LLC
Texas
$373K – – –
SB
595
Simmons Bank
Arkansas
$368K – – –
SBSB
596
Sullivan, Bruyette, Speros & Blaney
Virginia
$368K +$67.6K +501 +22%
CA
597
Cambridge Advisors
Nebraska
$367K -$40.5K -300 -10%
LFAS
598
Level Four Advisory Services
Texas
$364K – – –
HIC
599
Holderness Investments Company
North Carolina
$359K +$7.29K +54 +2%
PWMAG
600
Pinnacle Wealth Management Advisory Group
New Jersey
$357K +$20.9K +155 +6%
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