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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
676
SS&H Financial Advisors
Michigan
$262K – – –
RWM
677
Revisor Wealth Management
Ohio
$260K -$27.6K -254 -10%
VA
678
Valmark Advisers
Ohio
$260K -$79.1K -729 -22%
SCA
679
Snowden Capital Advisors
New York
$259K -$64.9K -598 -19%
NA
680
Nautilus Advisors
California
$258K -$17.6K -162 -6%
MSFS
681
Main Street Financial Solutions
Pennsylvania
$257K -$176K -1,625 -39%
CC
682
Cadinha & Co
Hawaii
$257K -$27.1K -250 -9%
PWP
683
Principle Wealth Partners
Connecticut
$257K +$3.91K +36 +1%
HBT
684
Hills Bank & Trust
Iowa
$256K – – –
DCM
685
Davis Capital Management
Florida
$255K +$242K +2,229 +748%
TNB
686
Thomasville National Bank
Georgia
$253K +$4.78K +44 +2%
IWC
687
Integrated Wealth Concepts
Massachusetts
$253K -$1.22M -11,250 -82%
OCM
688
One Capital Management
California
$252K -$13.6K -125 -5%
SG
689
StoneX Group
New York
$252K -$4.99K -46 -2%
LWL
690
Leo Wealth LLC
Texas
$250K +$269K +2,482 New
SC
691
Schulhoff & Co
Ohio
$249K – – –
AIM
692
Aspen Investment Management
Michigan
$247K +$266K +2,450 New
JIP
693
Jaffetilchin Investment Partners
Florida
$244K -$284K -2,620 -52%
SWP
694
Significant Wealth Partners
Illinois
$243K -$248K -2,283 -49%
CAMG
695
CWA Asset Management Group
Florida
$243K -$99.7K -918 -28%
FBB
696
Fulton Breakefield Broenniman
Maryland
$242K -$29.9K -275 -10%
DAM
697
Diamant Asset Management
Connecticut
$242K +$16.6K +153 +7%
VIP
698
Viewpoint Investment Partners
Alberta, Canada
$242K +$261K +2,400 New
MWM
699
Mattern Wealth Management
Kansas
$241K -$1.09K -10 -0.4%
SWA
700
SFMG Wealth Advisors
Texas
$241K +$43.4K +400 +20%
26 27
28
29 30