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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
601
Tiemann Investment Advisors
California
$240K +$236K +2,174 New
SGAM
602
Steinberg Global Asset Management
Florida
$238K +$234K +2,154 New
MMG
603
Monetary Management Group
Missouri
$237K – – –
SHGA
604
Sand Hill Global Advisors
California
$236K -$18.2K -168 -7%
W
605
Wealthfront
California
$235K +$69.7K +642 +43%
LCM
606
LVM Capital Management
Michigan
$234K – – –
VNA
607
VNBTrust National Association
Virginia
$234K – – –
BHTS
608
Bar Harbor Trust Services
Maine
$233K – – –
WOC
609
West Oak Capital
California
$232K – – –
NA
610
Navellier & Associates
Nevada
$231K -$42.2K -389 -16%
AW
611
Alpha Windward
Massachusetts
$230K -$10.2K -94 -4%
DG
612
Davidson & Garrard
Virginia
$230K – – –
PFBT
613
Parkside Financial Bank & Trust
Missouri
$229K -$434 -4 -0.2%
SI
614
Stephens Inc
Arkansas
$228K -$19.9K -183 -8%
GIM
615
Greylin Investment Management
Virginia
$228K – – –
DBIA
616
Dumont & Blake Investment Advisors
New Jersey
$227K +$109 +1 +0%
AHS
617
Aspiriant Holdings S3
California
$223K +$8.69K +80 +4%
BPC
618
Banque Pictet & Cie
Switzerland
$221K – – –
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$220K +$5.86K +54 +3%
IC
620
IKOS CIF
Cyprus
$220K +$216K +1,987 New
SFSG
621
Stearns Financial Services Group
North Carolina
$218K -$9.99K -92 -4%
ATC
622
Argent Trust Co
Tennessee
$217K – – –
SCM
623
Stellar Capital Management
Arizona
$217K – – –
PSI
624
Pinnacle Summer Investments
Virginia
$216K – – –
FNB
625
First Niagara Bank
New York
$212K -$7.38K -68 -3%
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