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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
726
Avantax Planning Partners
Iowa
$210K -$152K -1,235 -44%
IC
727
Intersect Capital
California
$208K +$190K +1,536 New
TTWM
728
TCV Trust & Wealth Management
Virginia
$207K -$109K -880 -36%
BBI
729
Baxter Bros Inc
Connecticut
$207K – – –
AF
730
Advisornet Financial
Minnesota
$206K -$5.43K -44 -3%
EB
731
Eastern Bank
Massachusetts
$206K – – –
MAA
732
Mraz Amerine & Associates
California
$205K -$247 -2 -0.1%
MPI
733
Mairs & Power Inc
Minnesota
$205K – – –
FCIM
734
Fairview Capital Investment Management
California
$205K +$188K +1,519 New
CHA
735
Carmichael Hill & Associates
Maryland
$204K -$18.5K -150 -9%
CBT
736
Central Bank & Trust
Kentucky
$204K -$16K -130 -8%
OI
737
Oakbrook Investments
Illinois
$203K +$185K +1,499 New
AIA
738
Avalon Investment & Advisory
Texas
$203K +$185K +1,500 New
PV
739
Private Vista
Illinois
$203K +$185K +1,501 New
NIA
740
Northstar Investment Advisors
Colorado
$202K +$184K +1,490 New
PIA
741
Piedmont Investment Advisors
North Carolina
$199K +$182K +1,473 New
WOC
742
West Oak Capital
California
$189K – – –
CAL
743
Capital Advisors Ltd
Ohio
$187K – – –
MMG
744
Monetary Management Group
Missouri
$186K – – –
SFM
745
Signet Financial Management
New Jersey
$183K -$10.1K -82 -6%
RIM
746
Rampart Investment Management
Connecticut
$178K -$7.9K -64 -5%
SWM
747
SeaCrest Wealth Management
New York
$174K -$147K -1,188 -48%
S
748
SignatureFD
Georgia
$172K -$50.4K -408 -24%
SIC
749
Salem Investment Counselors
North Carolina
$170K – – –
FCB
750
First Command Bank
Texas
$161K – – –
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30
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