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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$418K +$7.11K +48 +2%
TSWM
677
Triangle Securities Wealth Management
North Carolina
$418K +$82.2K +555 +28%
DAS
678
Diversify Advisory Services
Utah
$416K +$25.5K +172 +7%
WHCI
679
W.H. Cornerstone Investments
Massachusetts
$414K -$17.3K -117 -4%
RT
680
Rockland Trust
Massachusetts
$412K -$602K -4,064 -62%
BMCM
681
Bryn Mawr Capital Management
Pennsylvania
$411K +$2.22K +15 +0.6%
BP
682
Ballentine Partners
Massachusetts
$403K +$42.7K +288 +13%
FHA
683
Flagship Harbor Advisors
Massachusetts
$399K +$1.78K +12 +0.5%
GWCM
684
Godshalk Welsh Capital Management
Pennsylvania
$395K -$29.6K -200 -8%
HWAM
685
Hennion & Walsh Asset Management
New Jersey
$395K +$359K +2,423 New
RC
686
Rovin Capital
Arizona
$393K +$357K +2,410 New
EM
687
Excalibur Management
Massachusetts
$393K -$3.71K -25 -1%
LFG
688
Larson Financial Group
Missouri
$393K -$71.3K -481 -17%
MWM
689
Mattern Wealth Management
Kansas
$391K – – –
CC
690
Courier Capital
New York
$390K – – –
WG
691
Wealth Group
North Carolina
$390K -$21.3K -144 -6%
BSB
692
Bangor Savings Bank
Maine
$389K – – –
FPB
693
First PREMIER Bank
South Dakota
$388K +$5.48K +37 +2%
OTPPB
694
Ontario Teachers' Pension Plan Board
Ontario, Canada
$387K -$719K -4,852 -67%
BFC
695
Bedel Financial Consulting
Indiana
$385K +$296 +2 +0.1%
PTC
696
Private Trust Company
Ohio
$385K -$21.3K -144 -6%
KGC
697
Kennon-Green & Company
Ohio
$384K +$46.2K +312 +15%
NS
698
NBC Securities
Alabama
$384K -$11.7K -79 -3%
TA
699
TrueWealth Advisors
Alabama
$382K +$296 +2 +0.1%
LIM
700
Longfellow Investment Management
Massachusetts
$379K -$158K -1,063 -31%
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