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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
751
Realta Investment Advisors
Delaware
$451K +$52.9K +275 +13%
IF
752
IRON Financial
Illinois
$451K +$158K +820 +54%
DCM
753
Dupont Capital Management
Delaware
$446K -$136K -709 -23%
MA
754
MUFG Americas
New York
$445K – – –
LIM
755
Loudon Investment Management
New Hampshire
$443K – – –
SMH
756
Sanders Morris Harris
Texas
$443K +$19.3K +100 +5%
HFAS
757
Hummer Financial Advisory Services
Illinois
$439K – – –
FMC
758
First Merchants Corp
Indiana
$439K +$131K +679 +43%
TFS
759
Thoroughbred Financial Services
Tennessee
$438K -$85.3K -443 -16%
CPSAC
760
Chas P. Smith & Associates (CPS)
Florida
$438K -$49.1K -255 -10%
AG
761
AlphaSimPlex Group
Massachusetts
$437K +$101K +523 +30%
CA
762
CapWealth Advisors
Tennessee
$436K -$33.7K -175 -7%
SBSB
763
Sullivan, Bruyette, Speros & Blaney
Virginia
$433K -$26.8K -139 -6%
PI
764
PEAK6 Investments
Illinois
$426K -$658K -3,418 -61%
EH
765
Equitable Holdings
New York
$426K +$33.3K +173 +9%
HAG
766
HighPoint Advisor Group
Illinois
$426K +$37K +192 +9%
MCM
767
MAI Capital Management
Ohio
$424K -$1.35K -7 -0.3%
BCM
768
Birch Capital Management
Texas
$420K – – –
AA
769
Apriem Advisors
California
$420K +$35.8K +186 +9%
TAM
770
Townsend Asset Management
North Carolina
$418K +$3.85K +20 +0.9%
SB
771
Sunflower Bank
Texas
$409K -$3.08K -16 -0.7%
BBA
772
Braun-Bostich & Associates
Pennsylvania
$409K +$96.1K +499 +31%
DBG
773
De Burlo Group
Massachusetts
$408K -$2.45M -12,750 -86%
JWCA
774
J.W. Cole Advisors
Florida
$408K -$36.6K -190 -8%
TA
775
TrueWealth Advisors
Alabama
$406K – – –
29 30
31
32 33