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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
701
AM Investment Strategies
Tennessee
$389K -$21.1K -141 -5%
EWM
702
Empirical Wealth Management
Washington
$388K +$3.75K +25 +1%
BHWM
703
Bar Harbor Wealth Management
New Hampshire
$387K -$33.7K -225 -8%
CT
704
Coastline Trust
Rhode Island
$385K – – –
CCG
705
Cypress Capital Group
Florida
$382K +$30K +200 +9%
SC
706
Savant Capital
Illinois
$382K +$76.9K +513 +27%
MYIA
707
Mount Yale Investment Advisors
Colorado
$381K -$16.3K -109 -4%
CAM
708
Cresset Asset Management
Illinois
$380K +$360K +2,402 New
PBC
709
Pavion Blue Capital
California
$380K – – –
HPC
710
HM Payson & Co
Maine
$379K – – –
BSB
711
Bangor Savings Bank
Maine
$378K – – –
HBT
712
Hills Bank & Trust
Iowa
$377K -$4.05K -27 -1%
AR
713
Apeiron RIA
Texas
$375K -$7.2K -48 -2%
CANY
714
Caxton Associates (New York)
New York
$373K +$354K +2,359 New
PCA
715
Pallas Capital Advisors
Massachusetts
$373K – – –
TSS
716
Two Sigma Securities
New York
$373K -$97.5K -650 -22%
TA
717
TrueWealth Advisors
Alabama
$372K +$300 +2 +0.1%
APP
718
Avantax Planning Partners
Iowa
$371K – – –
SWM
719
Spire Wealth Management
Virginia
$368K -$2.85K -19 -0.8%
GIA
720
Guyasuta Investment Advisors
Pennsylvania
$368K – – –
PMFA
721
Plante Moran Financial Advisors
Michigan
$366K +$150 +1 +0%
FPCP
722
Fort Point Capital Partners
California
$365K +$346K +2,306 New
CMI
723
Clare Market Investments
Texas
$362K -$13K -87 -4%
GWM
724
Geneos Wealth Management
Colorado
$361K -$22.6K -151 -6%
CPWA
725
Cerro Pacific Wealth Advisors
California
$361K +$27.6K +184 +9%
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