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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
751
Bridge Creek Capital Management
Massachusetts
$328K +$14.8K +100 +5%
HW
752
Hancock Whitney
Mississippi
$327K -$38.5K -260 -11%
HPC
753
HM Payson & Co
Maine
$327K -$72.2K -487 -20%
TAM
754
TCP Asset Management
Ohio
$327K – – –
MA
755
Montag & Associates
Georgia
$326K – – –
AA
756
AF Advisors
California
$326K – – –
BPWM
757
Badgley Phelps Wealth Managers
Washington
$324K -$5.19K -35 -2%
APP
758
Avantax Planning Partners
Iowa
$323K -$31.1K -210 -10%
AFC
759
AFT Forsyth & Company
Florida
$323K -$11.1K -75 -4%
ECAM
760
East Coast Asset Management
Massachusetts
$320K -$1.48K -10 -0.5%
IFU
761
iSAM Funds (UK)
United Kingdom
$319K +$290K +1,957 New
HIC
762
Holderness Investments Company
North Carolina
$318K +$40.9K +276 +16%
HT
763
Headlands Technologies
Illinois
$318K +$290K +1,954 New
PBC
764
Pavion Blue Capital
California
$318K -$43K -290 -13%
PA
765
Profund Advisors
Maryland
$317K +$288K +1,944 New
NWM
766
Northcape Wealth Management
New York
$316K -$22.4K -151 -7%
MFG
767
Merit Financial Group
Georgia
$316K -$84.8K -572 -23%
AA
768
Apriem Advisors
California
$313K -$20.7K -140 -7%
HBWM
769
Hollow Brook Wealth Management
New York
$312K +$29.6K +200 +12%
FMC
770
First Merchants Corp
Indiana
$311K – – –
CL
771
COWA LLC
Oklahoma
$310K – – –
CPSAC
772
Chas P. Smith & Associates (CPS)
Florida
$308K +$29.6K +200 +12%
CA
773
CapWealth Advisors
Tennessee
$308K – – –
MAS
774
Meeder Advisory Services
Ohio
$307K +$48.9K +330 +21%
IFG
775
Independent Financial Group
California
$306K -$22.2K -150 -7%
29 30
31
32 33