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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
726
C.M. Bidwell & Associates
Hawaii
$295K -$278 -2 -0.1%
LWA
727
Lantern Wealth Advisors
New York
$293K – – –
RPC
728
Rossmore Private Capital
Connecticut
$293K – – –
QCM
729
Quantinno Capital Management
New York
$293K -$2.72M -19,553 -90%
DWP
730
Daymark Wealth Partners
Ohio
$292K +$107K +772 +57%
UAML
731
US Asset Management LLC
Pennsylvania
$291K -$13.2K -95 -4%
IF
732
Insight Folios
North Carolina
$291K +$26.5K +191 +10%
FT
733
Fiduciary Trust
Massachusetts
$287K -$103K -745 -26%
ESB
734
Essex Savings Bank
Connecticut
$287K -$38.2K -275 -12%
NWM
735
Northcape Wealth Management
New York
$286K +$55.5K +400 +24%
CF
736
Centaurus Financial
California
$285K -$29K -209 -9%
HWMO
737
Heritage Wealth Management (Ohio)
Ohio
$283K +$295K +2,126 New
NAM
738
NorthCrest Asset Manangement
Minnesota
$283K +$26.8K +193 +10%
AA
739
Apriem Advisors
California
$281K -$80.4K -579 -22%
MYIA
740
Mount Yale Investment Advisors
Colorado
$281K -$9.72K -70 -3%
AFC
741
AFT Forsyth & Company
Florida
$280K +$33.3K +240 +13%
KGC
742
Kennon-Green & Company
Ohio
$279K +$21.5K +155 +8%
EWM
743
Empirical Wealth Management
Washington
$279K – – –
TGAM
744
TBH Global Asset Management
Tennessee
$278K -$1.39K -10 -0.5%
BLC
745
Brown, Lisle/Cummings
Rhode Island
$278K – – –
SIC
746
Samalin Investment Counsel
New York
$278K +$70.8K +510 +33%
IFG
747
Independent Financial Group
California
$276K +$69.4K +500 +33%
TAM
748
Tucker Asset Management
Colorado
$276K -$41K -295 -13%
BPWM
749
Badgley Phelps Wealth Managers
Washington
$276K -$11.5K -83 -4%
FFBTD
750
First Financial Bank - Trust Division
Ohio
$275K – – –
28 29
30
31 32