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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
676
Principle Wealth Partners
Connecticut
$638K +$654K +3,161 New
KWM
677
Kingsview Wealth Management
Oregon
$634K -$166K -803 -20%
LMAM
678
Legg Mason Asset Management
Japan
$634K +$650K +3,141 New
SFSG
679
Sound Financial Strategies Group
Mississippi
$633K +$136K +655 +26%
LCM
680
LVM Capital Management
Michigan
$629K -$41.4K -200 -6%
APP
681
Avantax Planning Partners
Iowa
$629K -$33.1K -160 -5%
CT
682
Chicago Trust
Illinois
$629K -$19.9K -96 -3%
SFA
683
Sequoia Financial Advisors
Ohio
$627K -$10.3K -50 -2%
PCAP
684
Pratt Collard Advisory Partners
New York
$627K – – –
SFA
685
Souders Financial Advisors
Ohio
$624K – – –
SFP
686
Shepherd Financial Partners
Massachusetts
$623K +$53.2K +257 +9%
BRWA
687
B. Riley Wealth Advisors
Florida
$622K -$422K -2,040 -40%
GWCM
688
Godshalk Welsh Capital Management
Pennsylvania
$621K -$10.3K -50 -2%
AFC
689
AFT Forsyth & Company
Florida
$621K +$11.4K +55 +2%
PA
690
Parallel Advisors
California
$620K -$92.7K -448 -13%
HIC
691
Holderness Investments Company
North Carolina
$620K +$1.03K +5 +0.2%
DCM
692
Dupont Capital Management
Delaware
$610K -$994K -4,804 -61%
SWA
693
SFMG Wealth Advisors
Texas
$610K +$4.34K +21 +0.7%
CII
694
Capital International Inc
California
$603K – – –
FB
695
Fulton Bank
Pennsylvania
$603K +$27.5K +133 +5%
LWAC
696
Laurel Wealth Advisors (California)
California
$600K -$57.3K -277 -9%
SPC
697
Stewart & Patten Company
California
$600K -$20.7K -100 -3%
MCWS
698
McKinley Carter Wealth Services
West Virginia
$598K -$29.2K -141 -5%
GCMG
699
Gyroscope Capital Management Group
Florida
$597K +$12.4K +60 +2%
FNT
700
First National Trust
Pennsylvania
$590K -$136K -658 -18%
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