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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
651
Rowland Carmichael Advisors
Arizona
$694K – – –
AW
652
Alpha Windward
Massachusetts
$691K +$366K +1,645 +100%
PFGIA
653
Patriot Financial Group Insurance Agency
Massachusetts
$689K +$17.1K +77 +2%
APP
654
Avantax Planning Partners
Iowa
$688K -$71.3K -320 -9%
LWAC
655
Laurel Wealth Advisors (California)
California
$683K -$12.7K -57 -2%
CG
656
Caprock Group
Idaho
$682K +$161K +723 +29%
OSAM
657
O'Shaughnessy Asset Management
Connecticut
$681K +$276K +1,238 +62%
JFA
658
Johanson Financial Advisors
California
$680K +$29.2K +131 +4%
PBO
659
Peoples Bank (Ohio)
Ohio
$679K -$41.2K -185 -5%
ZCM
660
Ziegler Capital Management
Illinois
$678K -$1.49M -6,698 -68%
CT
661
Chicago Trust
Illinois
$675K -$33.4K -150 -4%
VFA
662
Voya Financial Advisors
Connecticut
$672K +$149K +669 +26%
CCM
663
Cadence Capital Management
Massachusetts
$667K -$193K -867 -21%
IWM
664
IHT Wealth Management
Illinois
$667K +$334K +1,498 +89%
SFA
665
Sequoia Financial Advisors
Ohio
$663K -$3.34K -15 -0.5%
MA
666
Mutual Advisors
Nebraska
$658K +$94.4K +424 +16%
GWCM
667
Godshalk Welsh Capital Management
Pennsylvania
$657K -$5.57K -25 -0.8%
PCAP
668
Pratt Collard Advisory Partners
New York
$653K -$24.9K -112 -3%
NWM
669
Nicola Wealth Management
British Columbia, Canada
$652K -$891K -4,000 -56%
MCWS
670
McKinley Carter Wealth Services
West Virginia
$652K – – –
SPC
671
Stewart & Patten Company
California
$645K -$134K -600 -16%
AS
672
Altshuler Shaham
Israel
$645K +$69.5K +312 +11%
HIC
673
Holderness Investments Company
North Carolina
$644K +$12.5K +56 +2%
IAIM
674
International Assets Investment Management
Florida
$643K +$237K +1,065 +53%
DI
675
DFPG Investments
Utah
$640K +$663K +2,976 New
25 26
27
28 29