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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
676
TCTC Holdings
Texas
$253K – – –
LSAG
677
Lake Street Advisors Group
New Hampshire
$253K +$13.9K +113 +6%
SWA
678
SFMG Wealth Advisors
Texas
$253K +$30.9K +250 +15%
CPH
679
C Partners Holding
Switzerland
$252K +$36.2K +293 +19%
VFA
680
Valeo Financial Advisors
Indiana
$251K -$17.3K -140 -7%
ABP
681
Arthur B. Page
$250K – – –
HBWM
682
Hollow Brook Wealth Management
New York
$249K – – –
AW
683
ACG Wealth
Georgia
$249K +$617 +5 +0.3%
PI
684
Putnam Investments
Massachusetts
$248K -$17.9M -144,686 -99%
PFM
685
Parsec Financial Management
North Carolina
$248K -$10.5K -85 -4%
SIG
686
Schaller Investment Group
North Carolina
$248K – – –
SC
687
Savant Capital
Illinois
$247K -$12.3K -100 -5%
1SB
688
1ST Source Bank
Indiana
$247K +$1.23K +10 +0.5%
ISL
689
Ingalls & Snyder LLC
New York
$247K +$225K +1,825 New
LWAC
690
Laurel Wealth Advisors (California)
California
$245K -$37.4K -303 -14%
PWM
691
Perigon Wealth Management
California
$243K +$194K +1,571 +704%
VNA
692
VNBTrust National Association
Virginia
$242K – – –
SBIA
693
Sheaff Brock Investment Advisors
Indiana
$242K +$1.36K +11 +0.6%
TAM
694
Tocqueville Asset Management
New York
$240K -$76.5K -620 -26%
AIM
695
Avity Investment Management
Connecticut
$237K – – –
CCT
696
Country Club Trust
Missouri
$237K +$24.7K +200 +13%
PCMC
697
Paragon Capital Management (Colorado)
Colorado
$235K – – –
FAIM
698
Financial Advocates Investment Management
Washington
$234K -$72.7K -589 -25%
EGA
699
Eagle Global Advisors
Texas
$233K – – –
HA
700
Hamel Associates
New Jersey
$233K – – –
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