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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
726
Virtus Investment Advisers
Connecticut
$166K +$159K +1,231 New
EWM
727
Evercore Wealth Management
New York
$165K -$6.48K -50 -4%
PWM
728
Perigon Wealth Management
California
$164K +$110K +853 +232%
GEA
729
Glen Eagle Advisors
New Jersey
$159K -$21.9K -169 -13%
PA
730
Parallel Advisors
California
$150K +$15.5K +120 +12%
IWM
731
IHT Wealth Management
Illinois
$149K -$33.5K -259 -19%
PB
732
Pinnacle Bancorp
Nebraska
$148K +$142K +1,095 New
AF
733
Arrow Financial
New York
$145K – – –
WG
734
Welch Group
Alabama
$143K +$4.66K +36 +4%
AIM
735
Arcadia Investment Management
Michigan
$140K – – –
ZB
736
Zions Bancorporation
Utah
$134K +$6.87K +53 +6%
BCP
737
Blue Chip Partners
Michigan
$122K +$777 +6 +0.7%
OC
738
Oakworth Capital
Alabama
$119K -$10.9K -84 -9%
BC
739
Bartlett & Co
Ohio
$117K – – –
MWM
740
Mascoma Wealth Management
New Hampshire
$117K – – –
GBBWRPM
741
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$116K -$38.9K -300 -26%
CAW
742
Cornerstone Advisors (Washington)
Washington
$116K – – –
VNA
743
Valley National Advisers
Pennsylvania
$116K +$648 +5 +0.6%
SPIA
744
Steward Partners Investment Advisory
New York
$113K +$109K +843 New
NIPH
745
NN Investment Partners Holdings
Netherlands
$110K – – –
GWA
746
Guidant Wealth Advisors
Illinois
$107K – – –
QCG
747
Quadrant Capital Group
Ohio
$106K +$20.5K +158 +23%
QAM
748
QCI Asset Management
New York
$105K -$6.48K -50 -6%
HCM
749
Highlander Capital Management
New Jersey
$105K – – –
PFBT
750
Parkside Financial Bank & Trust
Missouri
$104K -$162K -1,250 -62%
28 29
30
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