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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
751
B. Riley Wealth Advisors
Florida
$265K +$294K +2,203 New
WG
752
Welch Group
Alabama
$263K – – –
CC
753
Corton Capital
Ontario, Canada
$262K +$291K +2,181 New
VCM
754
Vision Capital Management
Oregon
$261K -$35.2K -264 -11%
MYIA
755
Mount Yale Investment Advisors
Colorado
$261K +$15.1K +113 +5%
APP
756
Avantax Planning Partners
Iowa
$260K -$40.3K -302 -12%
WC
757
Waterloo Capital
Texas
$258K +$44.3K +332 +18%
RPC
758
Rossmore Private Capital
Connecticut
$258K -$133 -1 -0%
HWMO
759
Heritage Wealth Management (Ohio)
Ohio
$258K +$800 +6 +0.3%
WBC
760
Westpac Banking Corp
Australia
$257K – – –
BLC
761
Brown, Lisle/Cummings
Rhode Island
$256K +$11.9K +89 +4%
BFS
762
Bradley Foster & Sargent
Connecticut
$256K – – –
EFS
763
Essex Financial Services
Connecticut
$255K +$36.8K +276 +15%
CA
764
Commerzbank Aktiengesellschaft
Germany
$255K +$283K +2,120 New
UAML
765
US Asset Management LLC
Pennsylvania
$254K – – –
NWM
766
Northcape Wealth Management
New York
$253K +$17.7K +133 +7%
QCM
767
QRG Capital Management
Illinois
$253K -$51.8K -388 -16%
DWP
768
Daymark Wealth Partners
Ohio
$252K +$5.2K +39 +2%
GPA
769
Garrison Point Advisors
California
$252K – – –
GL
770
Graypoint LLC
New York
$251K -$125K -936 -31%
JAM
771
Jupiter Asset Management
United Kingdom
$250K +$278K +2,080 New
HFAS
772
Hummer Financial Advisory Services
Illinois
$249K – – –
FHA
773
Flagship Harbor Advisors
Massachusetts
$249K -$1.07K -8 -0.4%
SWA
774
SFMG Wealth Advisors
Texas
$247K -$96.7K -725 -26%
WIA
775
World Investment Advisors
California
$246K -$28K -210 -9%
29 30
31
32 33