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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
726
Integrated Advisors Network
Texas
$428K +$109K +596 +33%
CTFG
727
Capstone Triton Financial Group
Oklahoma
$423K +$63.2K +346 +17%
BBHC
728
Brown Brothers Harriman & Co
New York
$422K +$1.64K +9 +0.4%
PCAP
729
Pratt Collard Advisory Partners
New York
$416K -$13.5K -74 -3%
FWP
730
FAS Wealth Partners
Kansas
$415K -$13.3K -73 -3%
P
731
Pitcairn
Pennsylvania
$414K -$11.9K -65 -3%
IAIM
732
International Assets Investment Management
Florida
$413K -$472K -2,586 -53%
CFG
733
Cooper Financial Group
California
$412K -$49.6K -272 -11%
MWM
734
Mattern Wealth Management
Kansas
$410K -$52.2K -286 -12%
HFAS
735
Hummer Financial Advisory Services
Illinois
$409K – – –
ECM
736
ExodusPoint Capital Management
New York
$408K -$2.27M -12,414 -85%
CPSAC
737
Chas P. Smith & Associates (CPS)
Florida
$408K – – –
ACS
738
Archford Capital Strategies
Illinois
$407K -$65.9K -361 -14%
AG
739
AlphaSimPlex Group
Massachusetts
$407K – – –
HAG
740
HighPoint Advisor Group
Illinois
$405K +$2.19K +12 +0.5%
PAMP
741
Polar Asset Management Partners
Ontario, Canada
$405K +$411K +2,253 New
MC
742
Moors & Cabot
Massachusetts
$402K +$90K +493 +28%
MWM
743
Meridian Wealth Management
Kentucky
$400K +$406K +2,226 New
TFS
744
Thoroughbred Financial Services
Tennessee
$399K -$10.6K -58 -3%
SMH
745
Sanders Morris Harris
Texas
$396K -$18.3K -100 -4%
CA
746
CapWealth Advisors
Tennessee
$396K -$11K -60 -3%
OSAM
747
O'Shaughnessy Asset Management
Connecticut
$395K -$177K -971 -31%
TAM
748
Townsend Asset Management
North Carolina
$391K +$913 +5 +0.2%
TI
749
Tidal Investments
Wisconsin
$389K +$395K +2,164 New
ATC
750
Argent Trust Co
Tennessee
$387K -$269K -1,474 -41%
28 29
30
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