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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
651
Patriot Financial Group Insurance Agency
Massachusetts
$689K +$17.1K +77 +2%
APP
652
Avantax Planning Partners
Iowa
$688K -$71.3K -320 -9%
LWAC
653
Laurel Wealth Advisors (California)
California
$683K -$12.7K -57 -2%
CG
654
Caprock Group
Idaho
$682K +$161K +723 +29%
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$681K +$276K +1,238 +62%
JFA
656
Johanson Financial Advisors
California
$680K +$29.2K +131 +4%
PBO
657
Peoples Bank (Ohio)
Ohio
$679K -$41.2K -185 -5%
ZCM
658
Ziegler Capital Management
Illinois
$678K -$1.49M -6,698 -68%
CT
659
Chicago Trust
Illinois
$675K -$33.4K -150 -4%
VFA
660
Voya Financial Advisors
Connecticut
$672K +$149K +669 +26%
CCM
661
Cadence Capital Management
Massachusetts
$667K -$193K -867 -21%
IWM
662
IHT Wealth Management
Illinois
$667K +$334K +1,498 +89%
SFA
663
Sequoia Financial Advisors
Ohio
$663K -$3.34K -15 -0.5%
MA
664
Mutual Advisors
Nebraska
$658K +$94.4K +424 +16%
GWCM
665
Godshalk Welsh Capital Management
Pennsylvania
$657K -$5.57K -25 -0.8%
PCAP
666
Pratt Collard Advisory Partners
New York
$653K -$24.9K -112 -3%
NWM
667
Nicola Wealth Management
British Columbia, Canada
$652K -$891K -4,000 -56%
MCWS
668
McKinley Carter Wealth Services
West Virginia
$652K – – –
SPC
669
Stewart & Patten Company
California
$645K -$134K -600 -16%
AS
670
Altshuler Shaham
Israel
$645K +$69.5K +312 +11%
HIC
671
Holderness Investments Company
North Carolina
$644K +$12.5K +56 +2%
IAIM
672
International Assets Investment Management
Florida
$643K +$237K +1,065 +53%
DI
673
DFPG Investments
Utah
$640K +$663K +2,976 New
DTL
674
Dynamic Technology Lab
Singapore
$637K +$675K +3,032 New
AFC
675
AFT Forsyth & Company
Florida
$635K -$20K -90 -3%
25 26
27
28 29