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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
726
ACG Wealth
Georgia
$302K +$15.7K +101 +6%
S
727
SignatureFD
Georgia
$302K +$93.7K +604 +47%
FNBT
728
FineMark National Bank & Trust
Florida
$300K -$308K -1,984 -51%
WP
729
WealthPLAN Partners
Nebraska
$300K – – –
ONST
730
Old North State Trust
North Carolina
$300K +$17.8K +115 +7%
ADMI
731
Albert D. Mason Inc
Massachusetts
$298K -$209K -1,345 -42%
HBWM
732
Hollow Brook Wealth Management
New York
$295K – – –
CAL
733
Capital Advisors Ltd
Ohio
$294K – – –
SIG
734
Schaller Investment Group
North Carolina
$294K – – –
BCCM
735
Bridge Creek Capital Management
Massachusetts
$293K -$17.1K -110 -6%
1SB
736
1ST Source Bank
Indiana
$292K -$1.71K -11 -0.6%
ABP
737
Arthur B. Page
$290K -$4.65K -30 -2%
CIM
738
Contravisory Investment Management
Massachusetts
$286K -$6.36K -41 -2%
DWA
739
Dorsey Wright & Associates
California
$286K +$16.6K +107 +6%
B
740
Bellecapital
Switzerland
$286K +$276K +1,781 New
1IA
741
1834 Investment Advisors
Wisconsin
$282K -$89.5K -577 -25%
VNB
742
Virginia National Bank
Virginia
$282K -$3.88K -25 -1%
LSAG
743
Lake Street Advisors Group
New Hampshire
$282K +$2.17K +14 +0.8%
ZIC
744
ZWJ Investment Counsel
Georgia
$282K +$272K +1,755 New
PFM
745
Parsec Financial Management
North Carolina
$281K -$13.5K -87 -5%
CCT
746
Country Club Trust
Missouri
$281K – – –
TPA
747
Trivium Point Advisory
Connecticut
$280K +$31.8K +205 +13%
PCMC
748
Paragon Capital Management (Colorado)
Colorado
$279K – – –
GEM
749
Global Endowment Management
North Carolina
$278K – – –
SFG
750
SevenBridge Financial Group
Pennsylvania
$278K – – –
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