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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
651
Carlton Hofferkamp & Jenks Wealth Management
Texas
$480K -$26.2K -160 -5%
CWM
652
Congress Wealth Management
Massachusetts
$479K +$102K +626 +27%
JSW
653
Journey Strategic Wealth
New Jersey
$478K +$491 +3 +0.1%
WP
654
Woodline Partners
California
$478K -$3.5M -21,396 -88%
BMSSC
655
B. Metzler seel. Sohn & Co
Germany
$477K -$1.11M -6,755 -70%
IAIM
656
International Assets Investment Management
Florida
$474K -$60.9K -372 -0.4%
SFG
657
SevenBridge Financial Group
Pennsylvania
$473K – – –
LAM
658
LECAP Asset Management
United Kingdom
$473K +$476K +2,911 New
FNBOMD
659
First National Bank of Mount Dora
Florida
$472K -$3.76K -23 -0.8%
PIM
660
Penobscot Investment Management
Massachusetts
$471K – – –
BAM
661
Belpointe Asset Management
Nevada
$471K -$164 -1 -0%
EWA
662
EverSource Wealth Advisors
Alabama
$470K +$4.91K +30 +1%
JIP
663
Jaffetilchin Investment Partners
Florida
$467K -$982 -6 -0.2%
SIMG
664
Sonora Investment Management Group
Arizona
$466K -$4.09K -25 -0.9%
HT
665
Heritage Trust
Oklahoma
$466K +$469K +2,867 New
PWMAG
666
Pinnacle Wealth Management Advisory Group
New Jersey
$463K -$8.02K -49 -2%
HCM
667
Hall Capital Management
Rhode Island
$461K +$464K +2,836 New
CI
668
CX Institutional
Indiana
$459K +$8.34K +51 +2%
VA
669
Vident Advisory
Georgia
$456K +$460K +2,810 New
IHL
670
Investment House LLC
California
$456K -$221K -1,350 -32%
DAL
671
Delta Accumulation LLC
California
$456K – – –
CIAS
672
Capital Investment Advisory Services
North Carolina
$456K +$1.15K +7 +0.2%
CAMG
673
CWA Asset Management Group
Florida
$456K +$8.67K +53 +2%
CFM
674
Catalyst Funds Management
Australia
$455K +$393K +2,400 +600%
CMBA
675
C.M. Bidwell & Associates
Hawaii
$454K +$95.2K +582 +26%
25 26
27
28 29