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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
701
Asahi Life Asset Management
Japan
$342K +$182K +1,285 +112%
GWM
702
Geneos Wealth Management
Colorado
$342K -$3.12K -22 -0.9%
CT
703
Coastline Trust
Rhode Island
$341K – – –
EWM
704
Empirical Wealth Management
Washington
$341K – – –
AR
705
Apeiron RIA
Texas
$339K +$9.23K +65 +3%
HBT
706
Hills Bank & Trust
Iowa
$338K -$19.7K -139 -5%
CS
707
Comerica Securities
Michigan
$338K +$341K +2,406 New
QT
708
Quantamental Technologies
New York
$337K +$341K +2,405 New
PBC
709
Pavion Blue Capital
California
$337K – – –
GI
710
GAMCO Investors
Connecticut
$337K +$340K +2,399 New
TMAM
711
Tokio Marine Asset Management
Japan
$336K +$26K +183 +8%
HPC
712
HM Payson & Co
Maine
$336K -$14.2K -100 -4%
IB
713
Intrust Bank
Kansas
$335K -$62.5K -440 -16%
BSB
714
Bangor Savings Bank
Maine
$335K – – –
CCG
715
Coastwise Capital Group
California
$334K +$30.8K +217 +10%
CMI
716
Clare Market Investments
Texas
$333K -$90K -634 -21%
AWM
717
Apollon Wealth Management
South Carolina
$333K -$11.6K -82 -3%
RI
718
Ridgewood Investments
New Jersey
$332K -$224K -1,577 -40%
VFA
719
Valeo Financial Advisors
Indiana
$331K -$7.1K -50 -2%
BFC
720
Bedel Financial Consulting
Indiana
$330K – – –
OFG
721
OmniStar Financial Group
North Carolina
$329K -$31.4K -221 -9%
APP
722
Avantax Planning Partners
Iowa
$329K -$4.4K -31 -1%
TA
723
TrueWealth Advisors
Alabama
$329K +$284 +2 +0.1%
SWM
724
Spire Wealth Management
Virginia
$329K +$142K +999 +74%
KMWM
725
Keudell/Morrison Wealth Management
Oregon
$327K +$1.7K +12 +0.5%
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