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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
726
Lantern Wealth Advisors
New York
$350K – – –
RPC
727
Rossmore Private Capital
Connecticut
$350K – – –
JWCA
728
J.W. Cole Advisors
Florida
$348K -$16K -108 -5%
DWP
729
Daymark Wealth Partners
Ohio
$348K -$296 -2 -0.1%
HWMO
730
Heritage Wealth Management (Ohio)
Ohio
$347K +$741 +5 +0.2%
CIA
731
Capital Investment Advisors
Georgia
$346K -$6.37K -43 -2%
SEA
732
Stegent Equity Advisors
Texas
$346K +$72.2K +487 +30%
FT
733
Fiduciary Trust
Massachusetts
$343K – – –
ESB
734
Essex Savings Bank
Connecticut
$342K – – –
GLA
735
Good Life Advisors
Pennsylvania
$339K +$308K +2,080 New
HFAS
736
Hummer Financial Advisory Services
Illinois
$338K -$29.6K -200 -9%
SWM
737
Silverlake Wealth Management
Vermont
$337K -$29.6K -200 -9%
NAM
738
NorthCrest Asset Manangement
Minnesota
$336K -$1.48K -10 -0.5%
CPWA
739
Cerro Pacific Wealth Advisors
California
$336K – – –
HWA
740
Heartwood Wealth Advisors
Virginia
$335K -$19.7K -133 -6%
MYIA
741
Mount Yale Investment Advisors
Colorado
$335K – – –
SIC
742
Samalin Investment Counsel
New York
$332K +$741 +5 +0.2%
BLC
743
Brown, Lisle/Cummings
Rhode Island
$332K – – –
TGAM
744
TBH Global Asset Management
Tennessee
$332K – – –
CF
745
Centaurus Financial
California
$331K -$8.89K -60 -3%
EFG
746
Everhart Financial Group
Ohio
$331K +$301K +2,029 New
HAG
747
HighPoint Advisor Group
Illinois
$330K +$741 +5 +0.2%
GS
748
GTS Securities
Florida
$329K -$1.07M -7,201 -78%
FFBTD
749
First Financial Bank - Trust Division
Ohio
$329K – – –
ASBI
750
American State Bank (Iowa)
Iowa
$329K – – –
28 29
30
31 32