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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
701
Kentucky Trust Company
Kentucky
$239K +$27.1K +250 +12%
GI
702
GAMMA Investing
California
$238K -$63.7K -587 -20%
TA
703
TrueWealth Advisors
Alabama
$237K +$326 +3 +0.1%
CA
704
CoreCap Advisors
Michigan
$237K -$56.5K -520 -18%
LFG
705
Larson Financial Group
Missouri
$237K -$44K -405 -15%
OPTFSNA
706
Old Point Trust & Financial Services N A
Virginia
$237K – – –
CSP
707
Cary Street Partners
Virginia
$237K +$255K +2,348 New
RMCM
708
Reynders McVeigh Capital Management
Massachusetts
$233K -$6.51K -60 -3%
FHA
709
Flagship Harbor Advisors
Massachusetts
$229K +$31.7K +292 +15%
PBC
710
Pavion Blue Capital
California
$227K – – –
AWM
711
Aprio Wealth Management
Georgia
$226K +$243K +2,242 New
AAB
712
ABN AMRO Bank
Netherlands
$226K – – –
HIP
713
HUB Investment Partners
Texas
$226K +$243K +2,237 New
NG
714
Northstar Group
New York
$226K -$21.7K -200 -8%
APP
715
Avantax Planning Partners
Iowa
$223K +$4.56K +42 +2%
MA
716
MONECO Advisors
Connecticut
$223K +$240K +2,211 New
WAP
717
Wealthcare Advisory Partners
Pennsylvania
$222K +$4.67K +43 +2%
ESB
718
Essex Savings Bank
Connecticut
$222K – – –
M
719
MOTCO
Texas
$221K – – –
PFM
720
Patton Fund Management
Texas
$221K +$50.8K +468 +27%
TE
721
Tema ETFs
New York
$220K +$3.91K +36 +2%
HW
722
Hancock Whitney
Mississippi
$220K -$21.5K -198 -8%
VCM
723
Vision Capital Management
Oregon
$219K -$326 -3 -0.1%
GWCM
724
Godshalk Welsh Capital Management
Pennsylvania
$219K -$16.3K -150 -6%
HWMO
725
Heritage Wealth Management (Ohio)
Ohio
$218K +$869 +8 +0.4%
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