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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
601
Fernwood Investment Management
Massachusetts
$230K +$32.4K +300 +16%
AIM
602
Assured Investment Management
New York
$229K -$40.2K -373 -14%
AP
603
Appleton Partners
Massachusetts
$229K +$238K +2,205 New
SI
604
Stephens Inc
Arkansas
$227K +$12.2K +113 +5%
GD
605
Grandfield & Dodd
New York
$226K – – –
MMG
606
Monetary Management Group
Missouri
$224K – – –
SGAM
607
Steinberg Global Asset Management
Florida
$224K – – –
ATC
608
Argent Trust Co
Tennessee
$222K +$18.1K +168 +9%
VNA
609
VNBTrust National Association
Virginia
$221K – – –
LCM
610
LVM Capital Management
Michigan
$220K – – –
BHTS
611
Bar Harbor Trust Services
Maine
$219K – – –
WOC
612
West Oak Capital
California
$218K – – –
HIM
613
Hillsdale Investment Management
Ontario, Canada
$218K +$64.7K +600 +40%
PFBT
614
Parkside Financial Bank & Trust
Missouri
$217K – – –
N
615
Natixis
France
$216K -$64.3K -596 -22%
DG
616
Davidson & Garrard
Virginia
$216K – – –
DBIA
617
Dumont & Blake Investment Advisors
New Jersey
$214K +$216 +2 +0.1%
AMIM
618
Aull & Monroe Investment Management
Alabama
$213K – – –
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$213K +$6.69K +62 +3%
MWM
620
Mission Wealth Management
California
$210K +$206K +1,906 New
SHGA
621
Sand Hill Global Advisors
California
$209K -$13.7K -127 -6%
W
622
Wealthfront
California
$209K -$12.8K -119 -6%
AW
623
Alpha Windward
Massachusetts
$209K -$7.34K -68 -3%
NAMA
624
Nikko Asset Management Americas
New York
$209K +$216K +2,000 New
AHS
625
Aspiriant Holdings S3
California
$208K -$2.16K -20 -1%
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25
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