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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
701
Citizens Financial Group
Rhode Island
$346K +$766 +5 +0.2%
HPC
702
HM Payson & Co
Maine
$346K +$91.9K +600 +32%
CG
703
Colony Group
Massachusetts
$345K -$13.2K -86 -3%
FCH
704
Freestone Capital Holdings
Washington
$344K +$120K +782 +46%
6F
705
626 Financial
Michigan
$343K – – –
PBC
706
Pavion Blue Capital
California
$343K – – –
FHA
707
Flagship Harbor Advisors
Massachusetts
$338K -$325K -2,122 -47%
GIA
708
Guyasuta Investment Advisors
Pennsylvania
$337K +$8.58K +56 +2%
MG
709
Meritage Group
California
$336K +$370K +2,414 New
GT
710
Greenleaf Trust
Michigan
$335K -$394K -2,570 -52%
MWM
711
Mattern Wealth Management
Kansas
$334K +$30.6K +200 +9%
EF
712
Empirical Finance
Pennsylvania
$334K +$39.4K +257 +12%
WAS
713
Wealth Advisory Solutions
Indiana
$333K +$367K +2,395 New
BSB
714
Bangor Savings Bank
Maine
$332K – – –
CAM
715
Cubic Asset Management
Massachusetts
$331K – – –
TMAM
716
Tokio Marine Asset Management
Japan
$330K -$359K -2,340 -50%
CA
717
Calton & Associates
Florida
$330K +$364K +2,378 New
WMSA
718
Weiss Multi-Strategy Advisers
New York
$325K -$2.69M -17,565 -88%
FWP
719
FAS Wealth Partners
Kansas
$325K +$1.99K +13 +0.6%
WT
720
Washington Trust
Rhode Island
$324K -$347K -2,267 -49%
AWM
721
Apollon Wealth Management
South Carolina
$323K -$50.3K -328 -12%
TPWA
722
TRUE Private Wealth Advisors
Oregon
$317K +$613 +4 +0.2%
CAM
723
Cresset Asset Management
Illinois
$316K -$2.23M -14,553 -87%
HFAS
724
Hummer Financial Advisory Services
Illinois
$316K – – –
UAML
725
US Asset Management LLC
Pennsylvania
$315K – – –
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