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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
751
Welch Group
Alabama
$358K – – –
PBK
752
Peoples Bank (Kansas)
Kansas
$358K – – –
RWP
753
Ridgecrest Wealth Partners
California
$358K -$119K -725 -25%
KCIC
754
Kuhn & Co Investment Counsel
Illinois
$356K – – –
IAN
755
Integrated Advisors Network
Texas
$356K -$178K -1,090 -33%
LIM
756
Longfellow Investment Management
Massachusetts
$355K -$23.2K -142 -6%
SMH
757
Sanders Morris Harris
Texas
$355K – – –
LWA
758
Lantern Wealth Advisors
New York
$349K – – –
RPC
759
Rossmore Private Capital
Connecticut
$349K – – –
HWMO
760
Heritage Wealth Management (Ohio)
Ohio
$347K +$982 +6 +0.3%
BFC
761
Bedel Financial Consulting
Indiana
$345K – – –
UAML
762
US Asset Management LLC
Pennsylvania
$344K -$2.78K -17 -0.8%
RA
763
RFG Advisory
Alabama
$344K -$202K -1,232 -37%
NAM
764
NorthCrest Asset Manangement
Minnesota
$342K +$6.54K +40 +2%
ESB
765
Essex Savings Bank
Connecticut
$341K – – –
GPA
766
Garrison Point Advisors
California
$341K +$344K +2,100 New
CIA
767
Capital Investment Advisors
Georgia
$338K -$7.53K -46 -2%
HFAS
768
Hummer Financial Advisory Services
Illinois
$337K – – –
FHA
769
Flagship Harbor Advisors
Massachusetts
$335K -$62.5K -382 -16%
LFG
770
Larson Financial Group
Missouri
$335K -$57.3K -350 -15%
HWA
771
Heartwood Wealth Advisors
Virginia
$335K +$164 +1 +0%
MYIA
772
Mount Yale Investment Advisors
Colorado
$334K – – –
TC
773
TownSquare Capital
Utah
$333K -$29K -177 -8%
DWP
774
Daymark Wealth Partners
Ohio
$331K -$15.7K -96 -4%
MCP
775
Martin Capital Partners
Oregon
$331K -$2.87M -17,561 -90%
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