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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
676
DFPG Investments
Utah
$363K -$96.7K -636 -19%
NS
677
NBC Securities
Alabama
$363K +$421K +2,770 New
DAM
678
Diamant Asset Management
Connecticut
$360K – – –
IF
679
Intrua Financial
Texas
$359K -$40.3K -265 -9%
IWA
680
IVC Wealth Advisors
Pennsylvania
$359K +$5.32K +35 +1%
MC
681
Moors & Cabot
Massachusetts
$358K – – –
SA
682
Syntax Advisors
New York
$358K -$60K -395 -13%
VCG
683
Vantage Consulting Group
Virginia
$358K -$60K -395 -13%
PWP
684
Principle Wealth Partners
Connecticut
$355K – – –
AP
685
Appleton Partners
Massachusetts
$355K +$111K +729 +37%
CT
686
Chicago Trust
Illinois
$354K -$30.4K -200 -7%
FHA
687
Flagship Harbor Advisors
Massachusetts
$354K +$166K +1,090 +68%
AA
688
Apriem Advisors
California
$353K +$152 +1 +0%
IAIM
689
International Assets Investment Management
Florida
$352K – – –
CI
690
CX Institutional
Indiana
$352K -$35.3K -232 -8%
JSW
691
Journey Strategic Wealth
New Jersey
$352K – – –
BL
692
Balentine LLC
Georgia
$351K -$67.3K -443 -14%
OWM
693
Opes Wealth Management
California
$350K – – –
FPB
694
First PREMIER Bank
South Dakota
$349K -$5.32K -35 -1%
IIM
695
InTrack Investment Management
Vermont
$347K – – –
MHIC
696
Marble Harbor Investment Counsel
Massachusetts
$347K +$7.6K +50 +2%
DWM
697
Dakota Wealth Management
Florida
$346K +$66.9K +440 +20%
CAM
698
Carret Asset Management
New York
$345K – – –
AFC
699
AFT Forsyth & Company
Florida
$343K -$30.4K -200 -7%
KGC
700
Kennon-Green & Company
Ohio
$342K +$8.66K +57 +2%
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