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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
701
First Hawaiian Bank
Hawaii
$460K +$165K +904 +55%
WA
702
WBH Advisory
Maryland
$459K +$7.67K +42 +2%
AP
703
Appleton Partners
Massachusetts
$459K +$15.5K +85 +3%
BONH
704
Bank of New Hampshire
New Hampshire
$458K +$465K +2,545 New
FF
705
FourThought Financial
Florida
$457K +$10.6K +58 +2%
MCWS
706
McKinley Carter Wealth Services
West Virginia
$455K -$72.3K -396 -14%
LIM
707
Loudon Investment Management
New Hampshire
$454K +$41.1K +225 +10%
WG
708
Welch Group
Alabama
$453K – – –
CG
709
Colony Group
Massachusetts
$451K +$2.56K +14 +0.6%
TW
710
TrinityPoint Wealth
Connecticut
$451K +$11.9K +65 +3%
CC
711
Cadinha & Co
Hawaii
$450K -$204K -1,120 -31%
AT
712
Arden Trust
Delaware
$445K +$1.28K +7 +0.3%
PBC
713
Pavion Blue Capital
California
$444K – – –
MAWCM
714
Mine & Arao Wealth Creation & Management
California
$442K -$7.12K -39 -2%
WIC
715
Woodmont Investment Counsel
Tennessee
$438K -$15.5K -85 -3%
AIC
716
Aurora Investment Counsel
Georgia
$437K +$443K +2,429 New
SFFS
717
Stonehage Fleming Financial Services
Jersey
$436K – – –
EM
718
Excalibur Management
Massachusetts
$436K +$128K +704 +41%
AP
719
Advisors Preferred
Maryland
$435K +$6.57K +36 +2%
M
720
MOTCO
Texas
$433K -$39.8K -218 -8%
BSB
721
Bangor Savings Bank
Maine
$430K – – –
QCG
722
Quadrant Capital Group
Ohio
$428K -$8.21K -45 -2%
IAN
723
Integrated Advisors Network
Texas
$428K +$109K +596 +33%
CTFG
724
Capstone Triton Financial Group
Oklahoma
$423K +$63.2K +346 +17%
PCAP
725
Pratt Collard Advisory Partners
New York
$416K -$13.5K -74 -3%
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