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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
651
Mine & Arao Wealth Creation & Management
California
$290K -$50.7K -467 -14%
WG
652
Welch Group
Alabama
$289K +$72.8K +671 +31%
CFO
653
Callan Family Office
Pennsylvania
$289K +$311K +2,863 New
EPW
654
Evolve Private Wealth
California
$289K +$311K +2,862 New
GIA
655
GHP Investment Advisors
Colorado
$286K -$6.51K -60 -2%
GWP
656
Gen-Wealth Partners
Michigan
$285K -$124K -1,144 -29%
SWM
657
Shrier Wealth Management
California
$283K +$305K +2,807 New
PIM
658
Penobscot Investment Management
Massachusetts
$282K – – –
FA
659
Faithward Advisors
Pennsylvania
$282K +$42.8K +394 +16%
JWM
660
Jeppson Wealth Management
California
$282K +$24.1K +222 +9%
VA
661
VestGen Advisors
Illinois
$277K -$37K -341 -11%
OSAM
662
O'Shaughnessy Asset Management
Connecticut
$273K -$320K -2,945 -52%
MWM
663
Meridian Wealth Management
Kentucky
$273K +$23.9K +220 +9%
CHJWM
664
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K -$4.56K -42 -2%
CPCPP
665
Canada Post Corporation Pension Plan
Canada
$271K +$70.6K +650 +32%
FWP
666
FAS Wealth Partners
Kansas
$271K +$291K +2,684 New
HNB
667
Hilltop National Bank
Wyoming
$271K – – –
OWM
668
Opes Wealth Management
California
$269K – – –
ABWM
669
Alpine Bank Wealth Management
Colorado
$269K -$12.5K -115 -4%
OC
670
Oakworth Capital
Alabama
$267K – – –
HCP
671
Hardin Capital Partners
South Carolina
$266K +$286K +2,635 New
NBWM
672
North Berkeley Wealth Management
California
$264K +$285K +2,621 New
PA
673
Procyon Advisors
Connecticut
$263K -$22.1K -204 -7%
CAM
674
Carret Asset Management
New York
$262K – – –
SHFA
675
SS&H Financial Advisors
Michigan
$262K – – –
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