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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
726
FAS Wealth Partners
Kansas
$415K -$13.3K -73 -3%
P
727
Pitcairn
Pennsylvania
$414K -$11.9K -65 -3%
IAIM
728
International Assets Investment Management
Florida
$413K -$472K -2,586 -53%
CFG
729
Cooper Financial Group
California
$412K -$49.6K -272 -11%
MWM
730
Mattern Wealth Management
Kansas
$410K -$52.2K -286 -12%
HFAS
731
Hummer Financial Advisory Services
Illinois
$409K – – –
ECM
732
ExodusPoint Capital Management
New York
$408K -$2.27M -12,414 -85%
CPSAC
733
Chas P. Smith & Associates (CPS)
Florida
$408K – – –
ACS
734
Archford Capital Strategies
Illinois
$407K -$65.9K -361 -14%
AG
735
AlphaSimPlex Group
Massachusetts
$407K – – –
HAG
736
HighPoint Advisor Group
Illinois
$405K +$2.19K +12 +0.5%
PAMP
737
Polar Asset Management Partners
Ontario, Canada
$405K +$411K +2,253 New
MC
738
Moors & Cabot
Massachusetts
$402K +$90K +493 +28%
MWM
739
Meridian Wealth Management
Kentucky
$400K +$406K +2,226 New
TFS
740
Thoroughbred Financial Services
Tennessee
$399K -$10.6K -58 -3%
SMH
741
Sanders Morris Harris
Texas
$396K -$18.3K -100 -4%
CA
742
CapWealth Advisors
Tennessee
$396K -$11K -60 -3%
OSAM
743
O'Shaughnessy Asset Management
Connecticut
$395K -$177K -971 -31%
TAM
744
Townsend Asset Management
North Carolina
$391K +$913 +5 +0.2%
TI
745
Tidal Investments
Wisconsin
$389K +$395K +2,164 New
ATC
746
Argent Trust Co
Tennessee
$387K -$269K -1,474 -41%
TVWM
747
Tower View Wealth Management
Wisconsin
$387K -$217K -1,188 -36%
BFS
748
Bradley Foster & Sargent
Connecticut
$386K -$146K -800 -27%
BAM
749
Belpointe Asset Management
Nevada
$384K +$18.4K +101 +5%
MA
750
Mutual Advisors
Nebraska
$384K +$32.7K +179 +9%
28 29
30
31 32