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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
701
Stevens Capital Management
Pennsylvania
$240K +$20.7K +191 +9%
KTC
702
Kentucky Trust Company
Kentucky
$239K +$27.1K +250 +12%
GI
703
GAMMA Investing
California
$238K -$63.7K -587 -20%
TA
704
TrueWealth Advisors
Alabama
$237K +$326 +3 +0.1%
CA
705
CoreCap Advisors
Michigan
$237K -$56.5K -520 -18%
LFG
706
Larson Financial Group
Missouri
$237K -$44K -405 -15%
OPTFSNA
707
Old Point Trust & Financial Services N A
Virginia
$237K – – –
CSP
708
Cary Street Partners
Virginia
$237K +$255K +2,348 New
RMCM
709
Reynders McVeigh Capital Management
Massachusetts
$233K -$6.51K -60 -3%
FHA
710
Flagship Harbor Advisors
Massachusetts
$229K +$31.7K +292 +15%
PBC
711
Pavion Blue Capital
California
$227K – – –
AWM
712
Aprio Wealth Management
Georgia
$226K +$243K +2,242 New
AAB
713
ABN AMRO Bank
Netherlands
$226K – – –
HIP
714
HUB Investment Partners
Texas
$226K +$243K +2,237 New
NG
715
Northstar Group
New York
$226K -$21.7K -200 -8%
APP
716
Avantax Planning Partners
Iowa
$223K +$4.56K +42 +2%
MA
717
MONECO Advisors
Connecticut
$223K +$240K +2,211 New
WAP
718
Wealthcare Advisory Partners
Pennsylvania
$222K +$4.67K +43 +2%
ESB
719
Essex Savings Bank
Connecticut
$222K – – –
M
720
MOTCO
Texas
$221K – – –
PFM
721
Patton Fund Management
Texas
$221K +$50.8K +468 +27%
TE
722
Tema ETFs
New York
$220K +$3.91K +36 +2%
HW
723
Hancock Whitney
Mississippi
$220K -$21.5K -198 -8%
VCM
724
Vision Capital Management
Oregon
$219K -$326 -3 -0.1%
GWCM
725
Godshalk Welsh Capital Management
Pennsylvania
$219K -$16.3K -150 -6%
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