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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Mattern Wealth Management
Kansas
$353K – – –
SAM
752
Synergy Asset Management
Washington
$350K +$363K +2,379 New
GI
753
GAMMA Investing
California
$349K -$114K -744 -24%
EM
754
Excalibur Management
Massachusetts
$348K -$3.05K -20 -0.8%
BSB
755
Bangor Savings Bank
Maine
$348K -$4.43K -29 -1%
OPTFSNA
756
Old Point Trust & Financial Services N A
Virginia
$346K +$76.4K +500 +27%
WAP
757
Wealthcare Advisory Partners
Pennsylvania
$346K +$116K +760 +48%
PA
758
Procyon Advisors
Connecticut
$346K +$117K +769 +49%
TA
759
TrueWealth Advisors
Alabama
$346K +$305 +2 +0.1%
M
760
MOTCO
Texas
$339K – – –
FA
761
Faithward Advisors
Pennsylvania
$337K – – –
JPWM
762
Jamison Private Wealth Management
Georgia
$333K -$5.34K -35 -2%
BP
763
Ballentine Partners
Massachusetts
$333K -$52.8K -346 -13%
WIA
764
World Investment Advisors
California
$333K +$40.2K +263 +13%
RI
765
Ridgewood Investments
New Jersey
$331K +$227K +1,485 +194%
DAM
766
Diamant Asset Management
Connecticut
$331K – – –
SC
767
Searle & Co
Connecticut
$331K – – –
RPGK
768
Retirement Planning Group (Kansas)
Kansas
$329K – – –
SCM
769
Schnieders Capital Management
California
$327K -$3.82K -25 -1%
HWM
770
HFR Wealth Management
New York
$326K -$302K -1,978 -47%
RMCM
771
Reynders McVeigh Capital Management
Massachusetts
$325K -$3.05K -20 -0.9%
PBK
772
Peoples Bank (Kansas)
Kansas
$325K – – –
RWP
773
Ridgecrest Wealth Partners
California
$325K – – –
HI
774
Humankind Investments
New York
$324K +$29K +190 +9%
SMH
775
Sanders Morris Harris
Texas
$323K – – –
29 30
31
32 33