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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
RMCM
701
Reynders McVeigh Capital Management
Massachusetts
$311K -$28.2K -203 -8%
HFAS
702
Hummer Financial Advisory Services
Illinois
$310K – – –
6F
703
626 Financial
Michigan
$310K – – –
HW
704
Hancock Whitney
Mississippi
$310K -$86.8K -625 -22%
HI
705
Humankind Investments
New York
$309K +$315K +2,267 New
SWM
706
Silverlake Wealth Management
Vermont
$309K -$4.17K -30 -1%
M
707
MOTCO
Texas
$309K – – –
SS
708
Sunbelt Securities
Texas
$308K -$13.9K -100 -4%
SC
709
Searle & Co
Connecticut
$307K – – –
JWCA
710
J.W. Cole Advisors
Florida
$306K +$27.8K +200 +10%
PBC
711
Pavion Blue Capital
California
$306K -$22.2K -160 -7%
RPGK
712
Retirement Planning Group (Kansas)
Kansas
$304K -$13.1K -94 -4%
MCWS
713
McKinley Carter Wealth Services
West Virginia
$304K -$1.21M -8,684 -80%
AWM
714
Aviso Wealth Management
Washington
$304K -$76.4K -550 -20%
WG
715
Welch Group
Alabama
$303K – – –
PBK
716
Peoples Bank (Kansas)
Kansas
$301K – – –
KCIC
717
Kuhn & Co Investment Counsel
Illinois
$299K – – –
HWA
718
Heartwood Wealth Advisors
Virginia
$299K +$20.8K +150 +7%
APP
719
Avantax Planning Partners
Iowa
$299K -$8.47K -61 -3%
MAG
720
Mayfair Advisory Group
Alabama
$299K +$304K +2,189 New
BP
721
Ballentine Partners
Massachusetts
$298K -$72.2K -520 -19%
SMH
722
Sanders Morris Harris
Texas
$298K – – –
WKSWA
723
White Knight Strategic Wealth Advisors
New Jersey
$298K +$95K +684 +46%
SAM
724
Strategy Asset Managers
California
$297K +$260K +1,869 New
CIA
725
Capital Investment Advisors
Georgia
$296K -$3.47K -25 -1%
27 28
29
30 31