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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
601
Equitable Holdings
New York
$603K +$282K +1,638 +82%
IWA
602
IVC Wealth Advisors
Pennsylvania
$597K -$6.03K -35 -1%
PTP
603
Platform Technology Partners
New York
$589K +$13.1K +76 +2%
IP
604
Intellectus Partners
California
$589K +$126K +730 +26%
RMDI
605
R.M. Davis Inc
Maine
$588K -$190K -1,101 -24%
FNBOMD
606
First National Bank of Mount Dora
Florida
$588K -$186K -1,078 -23%
IRF
607
IBM Retirement Fund
New York
$587K +$4.13K +24 +0.7%
FWM
608
Frontier Wealth Management
Missouri
$584K -$13.9K -81 -2%
HIC
609
Holderness Investments Company
North Carolina
$584K +$70.3K +408 +13%
LCM
610
LVM Capital Management
Michigan
$583K +$75.1K +436 +14%
GCIA
611
Gabelli & Co Investment Advisers
New York
$580K – – –
ZCM
612
Ziegler Capital Management
Illinois
$579K +$18.9K +110 +3%
FC
613
FORA Capital
Florida
$572K -$256K -1,484 -30%
FPB
614
First PREMIER Bank
South Dakota
$572K – – –
BIM
615
Bridges Investment Management
Nebraska
$568K – – –
RFG
616
Range Financial Group
Oregon
$568K +$16.4K +95 +3%
JIP
617
Jaffetilchin Investment Partners
Florida
$567K +$1.72K +10 +0.3%
WAM
618
World Asset Management
Michigan
$566K -$18.1K -105 -3%
NA
619
NewEdge Advisors
Louisiana
$565K -$9.82K -57 -2%
PCA
620
Pallas Capital Advisors
Massachusetts
$559K -$29.8K -173 -5%
RWP
621
Ridgecrest Wealth Partners
California
$559K +$13.4K +78 +2%
PJSIMP
622
P.J. Schmidt Investment Management (PJS)
Wisconsin
$558K – – –
IWC
623
Integrated Wealth Concepts
Massachusetts
$547K -$27.7K -161 -5%
EDRH
624
Edmond de Rothschild Holding
Switzerland
$547K +$568K +3,300 New
IWN
625
Independent Wealth Network
Iowa
$542K +$565K +3,279 New
23 24
25
26 27