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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Perigon Wealth Management
California
$388K +$348K +2,104 New
LNB
727
Ledyard National Bank
$387K – – –
ACM
728
Allred Capital Management
Texas
$385K -$37.3K -226 -9%
RBFC
729
Roman Butler Fullerton & Co
Missouri
$385K +$1.16K +7 +0.3%
MFG
730
Merit Financial Group
Georgia
$385K +$12.4K +75 +3%
PFG
731
PAX Financial Group
Texas
$384K +$15.2K +92 +5%
BRWM
732
B. Riley Wealth Management
Tennessee
$382K +$364K +2,205 New
GHA
733
GW Henssler & Associates
Georgia
$381K -$3.3K -20 -0.9%
MWM
734
Mattern Wealth Management
Kansas
$379K -$807K -4,882 -69%
MA
735
Mutual Advisors
Nebraska
$379K -$7.76K -47 -2%
HWMG
736
Hurlow Wealth Management Group
Indiana
$379K – – –
CFG
737
Cooper Financial Group
California
$378K +$65.3K +395 +22%
TC
738
TwinBeech Capital
New York
$378K +$361K +2,182 New
DL
739
DOHJ LLC
Washington
$376K +$359K +2,170 New
CII
740
Capital International Inc
California
$374K – – –
SA
741
Strategic Advisors
New York
$374K +$342K +2,067 New
RPC
742
Rossmore Private Capital
Connecticut
$372K – – –
GEA
743
Glen Eagle Advisors
New Jersey
$372K +$40.1K +243 +13%
ESB
744
Essex Savings Bank
Connecticut
$371K +$5.95K +36 +2%
SS
745
Simplicity Solutions
Minnesota
$370K -$6.77K -41 -2%
GAM
746
Gotham Asset Management
New York
$368K -$2.08M -12,579 -86%
TAM
747
Townsend Asset Management
North Carolina
$366K – – –
PMFA
748
Plante Moran Financial Advisors
Michigan
$364K -$39.2K -237 -10%
BHTS
749
Bar Harbor Trust Services
Maine
$363K -$4.96K -30 -1%
OPTFSNA
750
Old Point Trust & Financial Services N A
Virginia
$355K +$8.26K +50 +3%
28 29
30
31 32