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CLX

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