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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
676
Cedar Hill Associates
Illinois
$297K – – –
HCM
677
Howland Capital Management
Massachusetts
$295K – – –
HS
678
Huntington Steele
Pennsylvania
$295K – – –
PWLP
679
Prio Wealth Limited Partnership
Massachusetts
$295K – – –
CA
680
Clearstead Advisors
Ohio
$294K -$13.1K -96 -5%
PCMC
681
Paragon Capital Management (Colorado)
Colorado
$288K – – –
NWP
682
Northstar Wealth Partners
Connecticut
$288K +$136 +1 +0.1%
IP
683
Investment Partners
Ohio
$288K +$264K +1,939 New
PFM
684
Parsec Financial Management
North Carolina
$286K +$262K +1,922 New
AW
685
ACG Wealth
Georgia
$284K +$5.71K +42 +2%
QSS
686
Quantitative Systematic Strategies
Florida
$284K +$260K +1,911 New
OI
687
Oakbrook Investments
Illinois
$283K -$34K -250 -12%
GIA
688
Guyasuta Investment Advisors
Pennsylvania
$279K – – –
SC
689
Savant Capital
Illinois
$279K +$6.12K +45 +2%
1SB
690
1ST Source Bank
Indiana
$278K – – –
CHA
691
Carmichael Hill & Associates
Maryland
$276K +$252K +1,855 New
ABP
692
Arthur B. Page
$275K – – –
EWM
693
Evermay Wealth Management
Virginia
$274K +$250K +1,840 New
HBWM
694
Hollow Brook Wealth Management
New York
$273K – – –
SIG
695
Schaller Investment Group
North Carolina
$273K – – –
AMIM
696
Aull & Monroe Investment Management
Alabama
$268K -$13.6K -100 -5%
AIA
697
Avalon Investment & Advisory
Texas
$268K +$245K +1,800 New
DS
698
DRW Securities
Illinois
$268K +$245K +1,800 New
CRWM
699
Castle Rock Wealth Management
California
$268K +$245K +1,803 New
VNA
700
VNBTrust National Association
Virginia
$266K – – –
26 27
28
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