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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
676
Bar Harbor Wealth Management
New Hampshire
$375K – – –
XT
677
XTX Topco
Cayman Islands
$372K -$152K -1,073 -29%
FNBOMD
678
First National Bank of Mount Dora
Florida
$371K +$41.6K +293 +12%
CAM
679
Carret Asset Management
New York
$369K – – –
CIM
680
Contravisory Investment Management
Massachusetts
$367K +$284 +2 +0.1%
BWP
681
Baldwin Wealth Partners
Massachusetts
$366K – – –
AIS
682
AM Investment Strategies
Tennessee
$365K -$96.8K -682 -21%
MHIC
683
Marble Harbor Investment Counsel
Massachusetts
$365K +$369K +2,600 New
BFA
684
Bragg Financial Advisors
North Carolina
$364K – – –
IPW
685
Inlet Private Wealth
Florida
$363K +$367K +2,589 New
CAM
686
Columbia Asset Management
Michigan
$361K -$27K -190 -7%
IWN
687
Independent Wealth Network
Iowa
$361K -$568 -4 -0.2%
SCM
688
Schnieders Capital Management
California
$358K – – –
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$357K -$9.08K -64 -2%
WG
690
Welch Group
Alabama
$354K – – –
DCM
691
Dupont Capital Management
Delaware
$354K +$239K +1,686 +201%
SW
692
SVB Wealth
Massachusetts
$354K -$110K -773 -23%
MYIA
693
Mount Yale Investment Advisors
Colorado
$353K -$4.26K -30 -1%
MWM
694
Mattern Wealth Management
Kansas
$353K +$2.7K +19 +0.8%
QCG
695
Quadrant Capital Group
Ohio
$352K -$24K -169 -6%
AG
696
Ascent Group
Virginia
$349K +$45.1K +318 +15%
6F
697
626 Financial
Michigan
$346K – – –
BFA
698
Benedict Financial Advisors
Georgia
$345K -$164K -1,154 -32%
SC
699
Searle & Co
Connecticut
$343K -$28.4K -200 -8%
ALAM
700
Asahi Life Asset Management
Japan
$342K +$182K +1,285 +112%
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