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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
676
Hilltop National Bank
Wyoming
$411K +$401K +2,683 New
JSW
677
Journey Strategic Wealth
New Jersey
$411K – – –
OWM
678
Opes Wealth Management
California
$409K – – –
NIM
679
NEOS Investment Management
Connecticut
$408K +$136K +910 +52%
PTC
680
Private Trust Company
Ohio
$406K +$29K +194 +8%
AA
681
Apriem Advisors
California
$404K +$149 +1 +0%
WHCI
682
W.H. Cornerstone Investments
Massachusetts
$404K +$3.13K +21 +0.8%
AFG
683
ABLE Financial Group
Arizona
$404K +$394K +2,637 New
CAM
684
Carret Asset Management
New York
$401K -$1.49K -10 -0.4%
VCG
685
Vantage Consulting Group
Virginia
$401K -$32.2K -216 -8%
SIMG
686
Sonora Investment Management Group
Arizona
$400K +$896 +6 +0.2%
IHL
687
Investment House LLC
California
$400K +$82.1K +550 +27%
MHIC
688
Marble Harbor Investment Counsel
Massachusetts
$398K -$7.46K -50 -2%
SC
689
Schulhoff & Co
Ohio
$393K – – –
JPWM
690
Jamison Private Wealth Management
Georgia
$391K -$7.46K -50 -2%
FDCDDQ
691
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388K +$107K +718 +38%
GAA
692
Global Assets Advisory
Florida
$386K +$8.74M +58,537 New
HSA
693
HBK Sorce Advisory
Pennsylvania
$386K +$2.09K +14 +0.6%
BHWM
694
Bar Harbor Wealth Management
New Hampshire
$384K +$15.8K +106 +4%
PCA
695
Prosperity Capital Advisors
Ohio
$383K +$37.3K +250 +11%
PCA
696
Pallas Capital Advisors
Massachusetts
$382K +$59.3K +397 +19%
SCM
697
Schnieders Capital Management
California
$382K – – –
HPC
698
HM Payson & Co
Maine
$382K -$44.8K -300 -11%
RMCM
699
Reynders McVeigh Capital Management
Massachusetts
$381K -$18.7K -125 -5%
CCG
700
Coastwise Capital Group
California
$379K -$448 -3 -0.1%
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