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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
751
HHM Wealth Advisors
Tennessee
$360K +$246K +1,506 +212%
KAS
752
KPP Advisory Services
Kentucky
$360K -$2.94K -18 -0.8%
WG
753
Welch Group
Alabama
$358K – – –
PBK
754
Peoples Bank (Kansas)
Kansas
$358K – – –
RWP
755
Ridgecrest Wealth Partners
California
$358K -$119K -725 -25%
KCIC
756
Kuhn & Co Investment Counsel
Illinois
$356K – – –
IAN
757
Integrated Advisors Network
Texas
$356K -$178K -1,090 -33%
LIM
758
Longfellow Investment Management
Massachusetts
$355K -$23.2K -142 -6%
SMH
759
Sanders Morris Harris
Texas
$355K – – –
LWA
760
Lantern Wealth Advisors
New York
$349K – – –
RPC
761
Rossmore Private Capital
Connecticut
$349K – – –
HWMO
762
Heritage Wealth Management (Ohio)
Ohio
$347K +$982 +6 +0.3%
BFC
763
Bedel Financial Consulting
Indiana
$345K – – –
UAML
764
US Asset Management LLC
Pennsylvania
$344K -$2.78K -17 -0.8%
RA
765
RFG Advisory
Alabama
$344K -$202K -1,232 -37%
NAM
766
NorthCrest Asset Manangement
Minnesota
$342K +$6.54K +40 +2%
ESB
767
Essex Savings Bank
Connecticut
$341K – – –
GPA
768
Garrison Point Advisors
California
$341K +$344K +2,100 New
CIA
769
Capital Investment Advisors
Georgia
$338K -$7.53K -46 -2%
HFAS
770
Hummer Financial Advisory Services
Illinois
$337K – – –
FHA
771
Flagship Harbor Advisors
Massachusetts
$335K -$62.5K -382 -16%
LFG
772
Larson Financial Group
Missouri
$335K -$57.3K -350 -15%
HWA
773
Heartwood Wealth Advisors
Virginia
$335K +$164 +1 +0%
MYIA
774
Mount Yale Investment Advisors
Colorado
$334K – – –
TC
775
TownSquare Capital
Utah
$333K -$29K -177 -8%
29 30
31
32 33