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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
651
Langley Wealth Management
Mississippi
$310K +$312K +3,246 New
HNB
652
Hilltop National Bank
Wyoming
$310K +$57.6K +600 +23%
FWP
653
FAS Wealth Partners
Kansas
$308K -$15.2K -158 -5%
ANTB
654
AMG National Trust Bank
Colorado
$308K -$293K -3,050 -49%
ONB
655
Old National Bancorp
Indiana
$306K – – –
MWM
656
Modera Wealth Management
New Jersey
$305K – – –
WIA
657
World Investment Advisors
California
$305K -$53.4K -556 -16%
CCG
658
Coastwise Capital Group
California
$305K +$22.9K +239 +8%
KRSITF
659
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$305K -$4.99K -52 -2%
WHC
660
Wulff, Hansen & Co
California
$304K – – –
OA
661
Oxbow Advisors
Texas
$304K – – –
FMI
662
Frec Markets Inc
California
$303K +$304K +3,171 New
PNC
663
Park National Corp
Ohio
$300K +$672 +7 +0.2%
GPWM
664
Grant Private Wealth Management
California
$300K +$302K +3,141 New
APP
665
Avantax Planning Partners
Iowa
$299K +$92.5K +964 +44%
NF
666
NavPoint Financial
Minnesota
$298K – – –
GRP
667
Global Retirement Partners
California
$297K +$299K +3,115 New
FMB
668
Field & Main Bank
Kentucky
$296K – – –
OP
669
Oslo Pensjonsforsikring
$295K +$150K +1,563 +102%
1IA
670
1620 Investment Advisors
Massachusetts
$291K +$80K +833 +38%
PIM
671
Plato Investment Management
Australia
$289K -$305K -3,179 -51%
JWCA
672
J.W. Cole Advisors
Florida
$285K +$287K +2,985 New
DP
673
Dearborn Partners
Illinois
$284K -$36K -375 -11%
VA
674
Valmark Advisers
Ohio
$283K +$38.4K +400 +16%
FFWM
675
Future Financial Wealth Management
Ohio
$281K – – –
25 26
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