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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
726
Principle Wealth Partners
Connecticut
$288K -$12.7K -95 -4%
RMCM
727
Reynders McVeigh Capital Management
Massachusetts
$285K +$22.7K +170 +8%
LWL
728
Leo Wealth LLC
Texas
$285K +$316K +2,372 New
BFC
729
Bedel Financial Consulting
Indiana
$284K +$133 +1 +0%
EM
730
Excalibur Management
Massachusetts
$284K -$267 -2 -0.1%
PTC
731
Private Trust Company
Ohio
$283K -$43.4K -325 -12%
OPTFSNA
732
Old Point Trust & Financial Services N A
Virginia
$282K – – –
TA
733
TrueWealth Advisors
Alabama
$282K +$267 +2 +0.1%
PCIA
734
Prime Capital Investment Advisors
Kansas
$277K -$71.2K -534 -19%
FA
735
Faithward Advisors
Pennsylvania
$277K +$1.6K +12 +0.5%
M
736
MOTCO
Texas
$275K -$15.2K -114 -5%
MM
737
MQS Management
New York
$274K -$166K -1,245 -35%
DAM
738
Diamant Asset Management
Connecticut
$270K – – –
PBC
739
Pavion Blue Capital
California
$270K +$40K +300 +15%
VVP
740
Venture Visionary Partners
Ohio
$270K +$8.27K +62 +3%
SC
741
Searle & Co
Connecticut
$270K – – –
FNBOMD
742
First National Bank of Mount Dora
Florida
$270K -$29.9K -224 -9%
MG
743
Mather Group
Illinois
$269K -$36.7K -275 -11%
HI
744
Humankind Investments
New York
$268K +$4.94K +37 +2%
RPGK
745
Retirement Planning Group (Kansas)
Kansas
$268K – – –
SCM
746
Schnieders Capital Management
California
$266K – – –
HWM
747
HFR Wealth Management
New York
$266K – – –
SS
748
Sunbelt Securities
Texas
$266K +$1.33K +10 +0.6%
PBK
749
Peoples Bank (Kansas)
Kansas
$265K – – –
RWP
750
Ridgecrest Wealth Partners
California
$265K – – –
28 29
30
31 32