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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
751
IQ EQ Fund Management
Ireland
$232K +$231K +1,513 New
AIA
752
Avalon Investment & Advisory
Texas
$230K – – –
BEAM
753
Baker Ellis Asset Management
Washington
$230K – – –
HA
754
Hamel Associates
New Jersey
$230K – – –
MAA
755
Mraz Amerine & Associates
California
$230K – – –
MFG
756
Merit Financial Group
Georgia
$230K +$5.35K +35 +2%
AWA
757
AmeriServ Wealth Advisors
Pennsylvania
$229K -$1.53K -10 -0.7%
TTWM
758
TCV Trust & Wealth Management
Virginia
$227K – – –
AIM
759
Avity Investment Management
Connecticut
$227K +$12.2K +80 +6%
NIA
760
Northstar Investment Advisors
Colorado
$226K – – –
SFM
761
Signet Financial Management
New Jersey
$226K – – –
TAM
762
Tocqueville Asset Management
New York
$226K – – –
LCAM
763
London & Capital Asset Management
United Kingdom
$223K -$10.2K -67 -4%
RM
764
Resource Management
Louisiana
$222K +$153 +1 +0.1%
MCP
765
Martin Capital Partners
Oregon
$222K +$1.22K +8 +0.6%
WSC
766
Wellington Shields & Co
New York
$221K – – –
VAS
767
Vestmark Advisory Solutions
Massachusetts
$221K +$220K +1,442 New
RA
768
RFG Advisory
Alabama
$219K -$9.47K -62 -4%
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$218K -$24.1K -158 -10%
GIA
770
Guyasuta Investment Advisors
Pennsylvania
$216K +$215K +1,408 New
KWM
771
Kingsview Wealth Management
Oregon
$215K +$215K +1,407 New
AIM
772
Alambic Investment Management
California
$214K +$214K +1,400 New
EWM
773
Evercore Wealth Management
New York
$212K -$10.7K -70 -5%
FTC
774
Farmers Trust Company
Ohio
$212K – – –
VCM
775
Vivaldi Capital Management
Illinois
$212K +$458 +3 +0.2%
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