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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHTS
751
Bar Harbor Trust Services
Maine
$363K -$4.96K -30 -1%
OPTFSNA
752
Old Point Trust & Financial Services N A
Virginia
$355K +$8.26K +50 +3%
BPB
753
Badgley, Phelps & Bell
Washington
$355K +$20.8K +126 +7%
DBIA
754
Dumont & Blake Investment Advisors
New Jersey
$353K – – –
CCM
755
Carderock Capital Management
Maryland
$351K – – –
WJWM
756
Williams Jones Wealth Management
New York
$348K +$18.2K +110 +6%
WAM
757
Wealthspire Advisors (Maryland)
Maryland
$347K -$19.7K -119 -6%
AA
758
AF Advisors
California
$347K – – –
DSC
759
Duncker Streett & Co
Missouri
$347K – – –
TGAM
760
TBH Global Asset Management
Tennessee
$347K – – –
HPC
761
HM Payson & Co
Maine
$346K – – –
BHWM
762
Bar Harbor Wealth Management
New Hampshire
$344K +$3.3K +20 +1%
KWM
763
Kingsview Wealth Management
Oregon
$344K +$65.3K +395 +25%
AF
764
Advisornet Financial
Minnesota
$344K +$163K +986 +99%
FANJ
765
Financial Architects (New Jersey)
New Jersey
$341K -$21.3K -129 -6%
BUB
766
BBVA USA Bancshares
Texas
$337K -$1.32K -8 -0.4%
IA
767
IFP Advisors
Florida
$337K +$330 +2 +0.1%
CI
768
CX Institutional
Indiana
$336K -$1.82K -11 -0.6%
VWM
769
Valley Wealth Managers
New Jersey
$334K -$330K -2,000 -51%
OFS
770
Oldfather Financial Services
Nebraska
$334K +$1.98K +12 +0.7%
AT
771
Arden Trust
Delaware
$332K – – –
LW
772
Linscomb Wealth
Texas
$331K – – –
SB
773
Simmons Bank
Arkansas
$330K – – –
PTC
774
Philadelphia Trust Company
Pennsylvania
$328K -$2.48K -15 -0.8%
DBG
775
De Burlo Group
Massachusetts
$323K +$24.8K +150 +9%
29 30
31
32 33