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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
651
Private Trust Company
Ohio
$361K +$27.8K +193 +7%
SWA
652
SFMG Wealth Advisors
Texas
$359K – – –
PRC
653
Pearl River Capital
Michigan
$357K +$401K +2,778 New
EM
654
Excalibur Management
Massachusetts
$354K -$1.44K -10 -0.4%
CAM
655
Columbia Asset Management
Michigan
$354K – – –
DAM
656
Diamant Asset Management
Connecticut
$353K -$7.21K -50 -2%
AA
657
Apriem Advisors
California
$353K +$11.7K +81 +3%
SC
658
Schulhoff & Co
Ohio
$352K – – –
MCM
659
MAI Capital Management
Ohio
$352K +$5.48K +38 +1%
RWM
660
Ritholtz Wealth Management
New York
$352K +$396K +2,744 New
PWP
661
Principle Wealth Partners
Connecticut
$349K +$1.44K +10 +0.4%
BBVA
662
Banco Bilbao Vizcaya Argentaria
Spain
$347K -$2.31K -16 -0.6%
RGF
663
Retirement Guys Formula
Ohio
$347K +$62.8K +435 +19%
IAIM
664
International Assets Investment Management
Florida
$346K +$67.2K +466 +21%
QCG
665
Quadrant Capital Group
Ohio
$344K +$1.59K +11 +0.4%
IA
666
IFP Advisors
Florida
$343K +$47.3K +328 +8%
BHWM
667
Bar Harbor Wealth Management
New Hampshire
$342K – – –
TSS
668
Two Sigma Securities
New York
$342K +$384K +2,663 New
SC
669
Searle & Co
Connecticut
$340K – – –
EP
670
Eudaimonia Partners
Tennessee
$339K -$347K -2,404 -48%
BFC
671
Bedel Financial Consulting
Indiana
$339K – – –
CAM
672
Carret Asset Management
New York
$338K -$2.89K -20 -0.8%
TCMP
673
Thrive Capital Management (Pennsylvania)
Pennsylvania
$338K +$131K +905 +52%
BWP
674
Baldwin Wealth Partners
Massachusetts
$335K +$721 +5 +0.2%
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
$335K +$102K +708 +37%
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