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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
676
Huntington Steele
Pennsylvania
$295K – – –
PWLP
677
Prio Wealth Limited Partnership
Massachusetts
$295K – – –
CA
678
Clearstead Advisors
Ohio
$294K -$13.1K -96 -5%
PCMC
679
Paragon Capital Management (Colorado)
Colorado
$288K – – –
NWP
680
Northstar Wealth Partners
Connecticut
$288K +$136 +1 +0.1%
IP
681
Investment Partners
Ohio
$288K +$264K +1,939 New
PFM
682
Parsec Financial Management
North Carolina
$286K +$262K +1,922 New
AW
683
ACG Wealth
Georgia
$284K +$5.71K +42 +2%
QSS
684
Quantitative Systematic Strategies
Florida
$284K +$260K +1,911 New
OI
685
Oakbrook Investments
Illinois
$283K -$34K -250 -12%
GIA
686
Guyasuta Investment Advisors
Pennsylvania
$279K – – –
SC
687
Savant Capital
Illinois
$279K +$6.12K +45 +2%
1SB
688
1ST Source Bank
Indiana
$278K – – –
CHA
689
Carmichael Hill & Associates
Maryland
$276K +$252K +1,855 New
ABP
690
Arthur B. Page
$275K – – –
EWM
691
Evermay Wealth Management
Virginia
$274K +$250K +1,840 New
HBWM
692
Hollow Brook Wealth Management
New York
$273K – – –
SIG
693
Schaller Investment Group
North Carolina
$273K – – –
AMIM
694
Aull & Monroe Investment Management
Alabama
$268K -$13.6K -100 -5%
AIA
695
Avalon Investment & Advisory
Texas
$268K +$245K +1,800 New
DS
696
DRW Securities
Illinois
$268K +$245K +1,800 New
CRWM
697
Castle Rock Wealth Management
California
$268K +$245K +1,803 New
VNA
698
VNBTrust National Association
Virginia
$266K – – –
VFA
699
Valeo Financial Advisors
Indiana
$265K -$18.2K -134 -7%
PMFA
700
Plante Moran Financial Advisors
Michigan
$264K -$96.6K -710 -29%
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