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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
751
Hummer Financial Advisory Services
Illinois
$478K -$22.3K -100 -4%
B
752
Bailard
California
$474K -$141K -631 -22%
IAN
753
Integrated Advisors Network
Texas
$473K -$35.4K -159 -7%
DAS
754
Dynamic Advisor Solutions
Arizona
$473K +$132K +592 +36%
PFS
755
Prospera Financial Services
Texas
$471K -$3.75M -16,862 -88%
BCM
756
Birch Capital Management
Texas
$470K – – –
NIM
757
NuWave Investment Management
New Jersey
$469K +$495K +2,222 +22,220%
IFG
758
Independent Financial Group
California
$469K -$93.1K -418 -16%
SS
759
Simplicity Solutions
Minnesota
$466K -$304K -1,364 -38%
SBSB
760
Sullivan, Bruyette, Speros & Blaney
Virginia
$466K -$5.34K -24 -1%
MCM
761
MAI Capital Management
Ohio
$461K +$268K +1,203 +122%
ESB
762
Essex Savings Bank
Connecticut
$460K +$11.6K +52 +2%
RPC
763
Rossmore Private Capital
Connecticut
$452K – – –
TAM
764
Townsend Asset Management
North Carolina
$450K +$6.68K +30 +1%
ETC
765
Exchange Traded Concepts
Oklahoma
$450K +$128K +577 +37%
CFG
766
Cooper Financial Group
California
$449K -$29.2K -131 -6%
FCBT
767
First Citizens Bank & Trust
North Carolina
$449K +$24.7K +111 +5%
SCG
768
Sonata Capital Group
Washington
$448K – – –
HB
769
Horizon Bancorp
Indiana
$447K +$39.9K +179 +9%
PMFA
770
Plante Moran Financial Advisors
Michigan
$446K +$3.79K +17 +0.8%
QCG
771
Quadrant Capital Group
Ohio
$445K -$12.5K -56 -3%
PWM
772
Perigon Wealth Management
California
$445K +$1.78K +8 +0.4%
CIAS
773
Capital Investment Advisory Services
North Carolina
$444K -$139K -623 -23%
EH
774
Equitable Holdings
New York
$442K +$33.8K +152 +8%
BHTS
775
Bar Harbor Trust Services
Maine
$440K – – –
29 30
31
32 33