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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
626
Bedel Financial Consulting
Indiana
$367K +$336K +2,470 New
CCM
627
Carderock Capital Management
Maryland
$364K – – –
GEM
628
Global Endowment Management
North Carolina
$364K – – –
SCP
629
Syntal Capital Partners
Texas
$362K +$38.5K +283 +13%
GWM
630
GSB Wealth Management
Connecticut
$361K – – –
SWM
631
SeaCrest Wealth Management
New York
$360K +$330K +2,422 New
BFS
632
Bradley Foster & Sargent
Connecticut
$357K -$23.8K -175 -7%
FANJ
633
Financial Architects (New Jersey)
New Jersey
$357K +$272 +2 +0.1%
FRM
634
Fox Run Management
Connecticut
$357K +$327K +2,400 New
TAM
635
Tocqueville Asset Management
New York
$356K -$1.77K -13 -0.5%
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K +$126K +929 +64%
TTWM
637
TCV Trust & Wealth Management
Virginia
$355K -$29.9K -220 -8%
BSW
638
Buckingham Strategic Wealth
Missouri
$354K -$60K -441 -16%
SB
639
Simmons Bank
Arkansas
$353K -$52.4K -385 -14%
WI
640
Wintrust Investments
Illinois
$352K +$952 +7 +0.3%
BCM
641
BTR Capital Management
California
$350K +$41K +301 +15%
SOAMC
642
Spirit of America Management Corp
New York
$350K +$74.8K +550 +31%
LFAS
643
Level Four Advisory Services
Texas
$348K -$18.8K -138 -6%
AFA
644
Aurora Financial Advisors
Massachusetts
$347K +$318K +2,334 New
BPB
645
Badgley, Phelps & Bell
Washington
$344K – – –
BMC
646
Beaton Management Company
Massachusetts
$342K – – –
CAAS
647
Capital Asset Advisory Services
Michigan
$342K – – –
LNB
648
Ledyard National Bank
$342K +$6.67K +49 +2%
CL
649
Choreo LLC
Illinois
$341K +$272 +2 +0.1%
WJA
650
Williams Jones & Associates
New York
$341K +$40.8K +300 +15%
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