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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
701
Park Avenue Securities
New York
$342K +$98K +686 +39%
IB
702
Intrust Bank
Kansas
$342K +$347K +2,426 New
GIA
703
Guyasuta Investment Advisors
Pennsylvania
$341K – – –
SFG
704
SevenBridge Financial Group
Pennsylvania
$341K +$137K +959 +66%
SS
705
Simplicity Solutions
Minnesota
$339K +$66.3K +464 +24%
MWM
706
Mattern Wealth Management
Kansas
$338K – – –
BSB
707
Bangor Savings Bank
Maine
$337K – – –
CAM
708
Cubic Asset Management
Massachusetts
$336K – – –
FWP
709
FAS Wealth Partners
Kansas
$332K +$1.57K +11 +0.5%
BFC
710
Bedel Financial Consulting
Indiana
$332K +$23.4K +164 +7%
TA
711
TrueWealth Advisors
Alabama
$330K -$9.43K -66 -3%
WAS
712
Wealth Advisory Solutions
Indiana
$330K -$7.86K -55 -2%
DMBA
713
Deseret Mutual Benefit Administrators
Utah
$330K +$24.4K +171 +8%
CPWA
714
Cerro Pacific Wealth Advisors
California
$325K -$51.9K -363 -14%
SS
715
Sunbelt Securities
Texas
$324K +$32.1K +225 +11%
CG
716
Cutler Group
California
$322K -$161K -1,129 -33%
SFS
717
Stiles Financial Services
Minnesota
$321K -$77.4K -542 -19%
HFAS
718
Hummer Financial Advisory Services
Illinois
$321K – – –
UAML
719
US Asset Management LLC
Pennsylvania
$319K – – –
RGF
720
Retirement Guys Formula
Ohio
$319K +$94.6K +662 +41%
AG
721
AIA Group
Hong Kong
$318K +$322K +2,254 New
ESB
722
Essex Savings Bank
Connecticut
$314K – – –
SMH
723
Sanders Morris Harris
Texas
$314K – – –
IA
724
IFP Advisors
Florida
$313K – – –
MCM
725
Mengis Capital Management
Oregon
$313K – – –
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