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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMF
701
BI Asset Management Fondsmaeglerselskab
Denmark
$476K – – –
ACA
702
Affinity Capital Advisors
California
$475K +$13.5K +81 +3%
MWM
703
Meridian Wealth Management
Kentucky
$475K +$86.2K +517 +23%
CRI
704
Colonial River Investments
Virginia
$473K +$453K +2,715 New
DCM
705
Dupont Capital Management
Delaware
$473K +$453K +2,715 New
MCM
706
MAI Capital Management
Ohio
$470K -$4.17K -25 -0.9%
GTCM
707
Gyon Technologies Capital Management
New Jersey
$467K +$447K +2,680 New
HF
708
HRT Financial
New York
$467K +$447K +2,681 New
BAM
709
Belpointe Asset Management
Nevada
$465K -$42.3K -254 -9%
BL
710
Balentine LLC
Georgia
$465K +$445K +2,669 New
NL
711
NWAM LLC
Washington
$464K -$65.5K -393 -13%
ZCM
712
Ziegler Capital Management
Illinois
$463K -$140K -838 -24%
BSW
713
Buckingham Strategic Wealth
Missouri
$462K -$73.7K -442 -14%
AWM
714
Apollon Wealth Management
South Carolina
$462K -$8.5K -51 -2%
CAM
715
Carret Asset Management
New York
$462K – – –
SC
716
Searle & Co
Connecticut
$461K – – –
SCM
717
Schnieders Capital Management
California
$460K -$1.67K -10 -0.4%
CPWA
718
Cerro Pacific Wealth Advisors
California
$459K -$55.2K -331 -11%
QCG
719
Quadrant Capital Group
Ohio
$458K +$72.3K +434 +20%
BWP
720
Baldwin Wealth Partners
Massachusetts
$454K – – –
UAS
721
United Asset Strategies
New York
$452K -$21.7K -130 -5%
IA
722
IFP Advisors
Florida
$448K -$16K -96 -4%
CG
723
Colony Group
Massachusetts
$447K +$1.83K +11 +0.4%
FHB
724
First Hawaiian Bank
Hawaii
$446K – – –
IC
725
IEQ Capital
California
$442K +$157K +941 +59%
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