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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
751
Country Club Trust
Missouri
$281K – – –
TPA
752
Trivium Point Advisory
Connecticut
$280K +$31.8K +205 +13%
PCMC
753
Paragon Capital Management (Colorado)
Colorado
$279K – – –
GEM
754
Global Endowment Management
North Carolina
$278K – – –
SFG
755
SevenBridge Financial Group
Pennsylvania
$278K – – –
ISL
756
Ingalls & Snyder LLC
New York
$277K -$15.5K -100 -5%
EGA
757
Eagle Global Advisors
Texas
$277K – – –
MERSOM
758
Municipal Employees' Retirement System of Michigan
Michigan
$276K -$265K -1,710 -50%
CPA
759
Court Place Advisors
Maryland
$275K – – –
FAIM
760
Financial Advocates Investment Management
Washington
$275K +$8.38K +54 +3%
WP
761
WealthShield Partners
North Carolina
$273K +$58.5K +377 +28%
SBIA
762
Sheaff Brock Investment Advisors
Indiana
$272K +$155 +1 +0.1%
PWLP
763
Prio Wealth Limited Partnership
Massachusetts
$271K – – –
IP
764
Investment Partners
Ohio
$271K +$776 +5 +0.3%
HCM
765
Howland Capital Management
Massachusetts
$269K – – –
AL
766
Aspiriant LLC
California
$268K -$114K -734 -30%
BRWA
767
B. Riley Wealth Advisors
Florida
$267K -$2.02K -13 -0.8%
MC
768
Moors & Cabot
Massachusetts
$263K -$74.5K -480 -23%
SWA
769
SFMG Wealth Advisors
Texas
$260K – – –
WI
770
Wedgewood Investors
Pennsylvania
$258K – – –
AMIM
771
Aull & Monroe Investment Management
Alabama
$257K -$62.1K -400 -20%
GVAG
772
Great Valley Advisor Group
Delaware
$257K -$10.4K -67 -4%
AFM
773
Abbot Financial Management
Massachusetts
$257K – – –
FB
774
Fulton Bank
Pennsylvania
$257K – – –
PCA
775
Peddock Capital Advisors
Massachusetts
$257K – – –
29 30
31
32 33