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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
626
Johanson Financial Advisors
California
$323K +$325K +2,423 New
TTWM
627
TCV Trust & Wealth Management
Virginia
$321K +$3.36K +25 +1%
TAM
628
Tocqueville Asset Management
New York
$319K – – –
AF
629
Allworth Financial
California
$319K +$83.9K +625 +35%
CPA
630
Capital Planning Advisors
California
$313K -$47K -350 -13%
BFS
631
Bradley Foster & Sargent
Connecticut
$313K -$6.72K -50 -2%
BCM
632
BTR Capital Management
California
$313K – – –
FAIM
633
Financial Advocates Investment Management
Washington
$312K +$79.6K +593 +34%
DIM
634
DC Investments Management
Virginia
$308K -$288K -2,145 -48%
BMC
635
Beaton Management Company
Massachusetts
$306K – – –
CAAS
636
Capital Asset Advisory Services
Michigan
$306K – – –
CL
637
Choreo LLC
Illinois
$306K +$269 +2 +0.1%
BPB
638
Badgley, Phelps & Bell
Washington
$305K -$2.15K -16 -0.7%
WJA
639
Williams Jones & Associates
New York
$305K – – –
BUB
640
BBVA USA Bancshares
Texas
$302K -$74.9K -558 -20%
BSW
641
Buckingham Strategic Wealth
Missouri
$301K -$16.3K -121 -5%
LNB
642
Ledyard National Bank
$300K -$6.72K -50 -2%
PP
643
Palladium Partners
Virginia
$300K – – –
BA
644
BCM Advisors
Louisiana
$300K +$15.8K +118 +6%
ZCA
645
Zeke Capital Advisors
Pennsylvania
$297K +$403 +3 +0.1%
SB
646
Simmons Bank
Arkansas
$296K -$20.8K -155 -7%
VDI
647
Vaughan David Investments
Illinois
$296K – – –
CCM
648
Carderock Capital Management
Maryland
$286K -$40.3K -300 -12%
MSS
649
Mitchell Sinkler & Starr
Pennsylvania
$285K +$12.4K +92 +4%
SGAM
650
Steinberg Global Asset Management
Florida
$283K – – –
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