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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
CoreCap Advisors
Michigan
$481K -$13.4K -82 -3%
QL
652
Quarry LP
New York
$481K +$427K +2,609 +741%
CHJWM
653
Carlton Hofferkamp & Jenks Wealth Management
Texas
$480K -$26.2K -160 -5%
CWM
654
Congress Wealth Management
Massachusetts
$479K +$102K +626 +27%
JSW
655
Journey Strategic Wealth
New Jersey
$478K +$491 +3 +0.1%
WP
656
Woodline Partners
California
$478K -$3.5M -21,396 -88%
BMSSC
657
B. Metzler seel. Sohn & Co
Germany
$477K -$1.11M -6,755 -70%
IAIM
658
International Assets Investment Management
Florida
$474K -$71.4M -436,250 -81%
SFG
659
SevenBridge Financial Group
Pennsylvania
$473K – – –
LAM
660
LECAP Asset Management
United Kingdom
$473K +$476K +2,911 New
FNBOMD
661
First National Bank of Mount Dora
Florida
$472K -$3.76K -23 -0.8%
PIM
662
Penobscot Investment Management
Massachusetts
$471K – – –
BAM
663
Belpointe Asset Management
Nevada
$471K -$164 -1 -0%
EWA
664
EverSource Wealth Advisors
Alabama
$470K +$4.91K +30 +1%
JIP
665
Jaffetilchin Investment Partners
Florida
$467K -$982 -6 -0.2%
SIMG
666
Sonora Investment Management Group
Arizona
$466K -$4.09K -25 -0.9%
HT
667
Heritage Trust
Oklahoma
$466K +$469K +2,867 New
PWMAG
668
Pinnacle Wealth Management Advisory Group
New Jersey
$463K -$8.02K -49 -2%
HCM
669
Hall Capital Management
Rhode Island
$461K +$464K +2,836 New
CI
670
CX Institutional
Indiana
$459K +$8.34K +51 +2%
VA
671
Vident Advisory
Georgia
$456K +$460K +2,810 New
IHL
672
Investment House LLC
California
$456K -$221K -1,350 -32%
DAL
673
Delta Accumulation LLC
California
$456K – – –
CIAS
674
Capital Investment Advisory Services
North Carolina
$456K +$1.15K +7 +0.2%
CAMG
675
CWA Asset Management Group
Florida
$456K +$8.67K +53 +2%
25 26
27
28 29