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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
701
Penobscot Investment Management
Massachusetts
$412K -$15.3K -100 -3%
CC
702
Courier Capital
New York
$410K +$44.3K +290 +12%
SWA
703
SFMG Wealth Advisors
Texas
$409K +$11.6K +76 +3%
FT
704
Fiduciary Trust
Massachusetts
$406K -$53K -347 -11%
CCG
705
Coastwise Capital Group
California
$403K +$2.75K +18 +0.7%
HCM
706
Hall Capital Management
Rhode Island
$402K -$16K -105 -4%
NA
707
Nautilus Advisors
California
$400K – – –
EFG
708
Everhart Financial Group
Ohio
$400K +$24.9K +163 +6%
RBFC
709
Roman Butler Fullerton & Co
Missouri
$400K +$438K +2,867 New
BMWM
710
Brown Miller Wealth Management
Virginia
$399K +$414K +2,712 New
BMCM
711
Bryn Mawr Capital Management
Pennsylvania
$399K -$611 -4 -0.1%
SFG
712
SevenBridge Financial Group
Pennsylvania
$397K -$47.5K -311 -10%
KGC
713
Kennon-Green & Company
Ohio
$397K +$42K +275 +11%
RWM
714
Revisor Wealth Management
Ohio
$396K +$186K +1,215 +82%
PTC
715
Private Trust Company
Ohio
$395K +$58.2K +381 +17%
CPWA
716
Cerro Pacific Wealth Advisors
California
$394K -$1.68K -11 -0.5%
OWM
717
Opes Wealth Management
California
$393K – – –
QCG
718
Quadrant Capital Group
Ohio
$390K +$191K +1,251 +90%
AIC
719
Archer Investment Corporation
Indiana
$389K – – –
OCM
720
One Capital Management
California
$387K – – –
KTC
721
Kentucky Trust Company
Kentucky
$386K -$2.29K -15 -0.6%
BHWM
722
Bar Harbor Wealth Management
New Hampshire
$386K – – –
SHFA
723
SS&H Financial Advisors
Michigan
$383K -$27.5K -180 -6%
CAM
724
Carret Asset Management
New York
$383K – – –
WHCI
725
W.H. Cornerstone Investments
Massachusetts
$380K +$3.21K +21 +0.8%
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