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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
726
Crestwood Advisors Group
Massachusetts
$245K +$268K +2,365 New
TA
727
TrueWealth Advisors
Alabama
$244K +$340 +3 +0.1%
OPTFSNA
728
Old Point Trust & Financial Services N A
Virginia
$244K – – –
TCA
729
Trifecta Capital Advisors
Illinois
$244K +$266K +2,350 New
AWM
730
Aprio Wealth Management
Georgia
$243K +$11.9K +105 +5%
JIP
731
Jaffetilchin Investment Partners
Florida
$243K -$9.18K -81 -3%
LCM
732
Legato Capital Management
California
$242K -$176K -1,554 -40%
CFO
733
Callan Family Office
Pennsylvania
$242K -$59.7K -527 -18%
CF
734
Centaurus Financial
California
$240K +$41.3K +364 +19%
IA
735
IFP Advisors
Florida
$239K -$376K -3,317 -59%
FBB
736
Fulton Breakefield Broenniman
Maryland
$239K -$11.3K -100 -4%
AGA
737
Accuvest Global Advisors
Utah
$238K +$19.8K +175 +8%
LNWTC
738
Laird Norton Wetherby Trust Company
Washington
$237K -$94.7K -835 -27%
LSA
739
Leonteq Securities AG
Switzerland
$236K +$93.9K +828 +57%
RWM
740
Revisor Wealth Management
Ohio
$234K -$9.64K -85 -4%
MA
741
MONECO Advisors
Connecticut
$233K +$4.31K +38 +2%
AAB
742
ABN AMRO Bank
Netherlands
$232K – – –
NG
743
Northstar Group
New York
$232K – – –
MOS
744
MGO One Seven
Ohio
$231K +$253K +2,232 New
GSIAS
745
Garden State Investment Advisory Services
New Jersey
$231K +$57K +503 +29%
SC
746
Schulhoff & Co
Ohio
$230K -$28.7K -253 -10%
1IA
747
1620 Investment Advisors
Massachusetts
$229K +$71.7K +632 +40%
TE
748
Tema ETFs
New York
$227K +$794 +7 +0.3%
M
749
MOTCO
Texas
$227K – – –
IF
750
Intrua Financial
Texas
$227K +$248K +2,190 New
28 29
30
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