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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
651
Steinberg Global Asset Management
Florida
$283K – – –
NA
652
NewEdge Advisors
Louisiana
$282K -$5.37K -40 -2%
SFG
653
SevenBridge Financial Group
Pennsylvania
$280K -$672 -5 -0.2%
CHAM
654
Clear Harbor Asset Management
Connecticut
$280K – – –
MYIA
655
Mount Yale Investment Advisors
Colorado
$280K +$283K +2,106 New
KWM
656
Kingsview Wealth Management
Oregon
$278K +$8.46K +63 +3%
DBIA
657
Dumont & Blake Investment Advisors
New Jersey
$277K +$269 +2 +0.1%
BCCM
658
Bridge Creek Capital Management
Massachusetts
$276K -$3.36K -25 -1%
AWM
659
Altium Wealth Management
New York
$275K +$3.76K +28 +1%
SBWM
660
Sunflower Bank Wealth Management
Arizona
$273K – – –
GCM
661
Gables Capital Management
Florida
$273K +$275K +2,049 New
GGI
662
Godsey & Gibb Inc
Virginia
$271K +$273K +2,036 New
DSC
663
Duncker Streett & Co
Missouri
$266K -$142K -1,055 -35%
BPC
664
Banque Pictet & Cie
Switzerland
$266K – – –
CHA
665
Cedar Hill Associates
Illinois
$266K – – –
AMIM
666
Aull & Monroe Investment Management
Alabama
$266K +$26.9K +200 +11%
HCM
667
Howland Capital Management
Massachusetts
$264K – – –
HS
668
Huntington Steele
Pennsylvania
$264K – – –
AT
669
Arden Trust
Delaware
$263K -$2.02K -15 -0.8%
B
670
Bridgeworth
Alabama
$261K +$271K +2,021 New
LW
671
Linscomb Wealth
Texas
$260K -$16.8K -125 -6%
PFM
672
Parsec Financial Management
North Carolina
$256K – – –
SC
673
Savant Capital
Illinois
$256K +$6.72K +50 +3%
VFA
674
Valeo Financial Advisors
Indiana
$255K +$18.8K +140 +8%
IG
675
ING Group
Netherlands
$253K -$275K -2,046 -52%
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