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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
651
United Asset Strategies
New York
$401K -$38.4K -269 -9%
BL
652
Balentine LLC
Georgia
$400K +$48.6K +340 +14%
PP
653
Prudential plc
United Kingdom
$398K -$18K -126 -4%
AFC
654
AFT Forsyth & Company
Florida
$397K – – –
RC
655
Roundview Capital
New Jersey
$396K -$100K -702 -20%
DAM
656
Diamant Asset Management
Connecticut
$395K – – –
SWA
657
SFMG Wealth Advisors
Texas
$392K – – –
EM
658
Excalibur Management
Massachusetts
$390K -$20.9K -146 -5%
CAM
659
Columbia Asset Management
Michigan
$389K +$394K +2,760 New
SC
660
Schulhoff & Co
Ohio
$387K – – –
SC
661
Saturna Capital
Washington
$386K -$7.12M -49,800 -95%
BSW
662
Buckingham Strategic Wealth
Missouri
$386K +$2.71K +19 +0.7%
CFAM
663
Center For Asset Management
Florida
$386K +$391K +2,736 New
BBVA
664
Banco Bilbao Vizcaya Argentaria
Spain
$383K +$1.71K +12 +0.4%
PWP
665
Principle Wealth Partners
Connecticut
$382K -$44.3K -310 -10%
IWN
666
Independent Wealth Network
Iowa
$381K +$2.86K +20 +0.7%
MCM
667
MAI Capital Management
Ohio
$381K +$20K +140 +5%
RA
668
RFG Advisory
Alabama
$378K -$6.43K -45 -2%
BFA
669
Bragg Financial Advisors
North Carolina
$376K -$12.4K -87 -3%
QCG
670
Quadrant Capital Group
Ohio
$376K -$143 -1 -0%
AA
671
Apriem Advisors
California
$376K +$3.71K +26 +1%
BHWM
672
Bar Harbor Wealth Management
New Hampshire
$376K +$381K +2,669 New
CAM
673
Carret Asset Management
New York
$374K – – –
PFGIA
674
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$3.43K +24 +0.9%
SC
675
Scotia Capital
Ontario, Canada
$373K -$431K -3,020 -53%
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