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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
701
Independent Financial Group
California
$581K +$30.2K +151 +6%
FB
702
Fulton Bank
Pennsylvania
$579K +$527K +2,640 New
RIA
703
Realta Investment Advisors
Delaware
$578K +$200K +1,001 +61%
SCM
704
Schnieders Capital Management
California
$577K +$13K +65 +3%
MA
705
MUFG Americas
New York
$576K +$30.4K +152 +6%
ODIJL
706
One Day In July LLC
Vermont
$574K – – –
CHJWM
707
Carlton Hofferkamp & Jenks Wealth Management
Texas
$565K -$142K -710 -23%
MAWCM
708
Mine & Arao Wealth Creation & Management
California
$563K +$1.6K +8 +0.3%
BP
709
Ballentine Partners
Massachusetts
$556K -$63.7K -319 -11%
MYIA
710
Mount Yale Investment Advisors
Colorado
$556K +$506K +2,534 New
LIM
711
Loudon Investment Management
New Hampshire
$554K -$125K -625 -20%
CPSAC
712
Chas P. Smith & Associates (CPS)
Florida
$554K -$66.9K -335 -12%
SFSG
713
Sound Financial Strategies Group
Mississippi
$554K -$17K -85 -3%
KA
714
Kovack Advisors
Florida
$553K -$210K -1,051 -29%
BBHC
715
Brown Brothers Harriman & Co
New York
$553K -$142K -710 -22%
CG
716
Caprock Group
Idaho
$553K – – –
N
717
Natixis
France
$552K -$79.1M -395,751 -99%
WA
718
WBH Advisory
Maryland
$552K -$4.79K -24 -0.9%
AF
719
Allworth Financial
California
$552K +$1.6K +8 +0.3%
VWM
720
Venturi Wealth Management
Texas
$551K +$146K +733 +41%
VFA
721
Voya Financial Advisors
Connecticut
$550K -$93.1K -466 -16%
MSAM
722
Moloney Securities Asset Management
Missouri
$548K +$499K +2,499 New
PCM
723
Pennsylvania Capital Management
Pennsylvania
$546K +$497K +2,490 New
PP
724
Professional Planning
California
$546K +$497K +2,490 New
M
725
MOTCO
Texas
$545K – – –
27 28
29
30 31