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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWIM
776
TIAA Wealth Investment Management
New York
$173K -$5.47K -57 -3%
MWA
777
Medallion Wealth Advisors
Connecticut
$172K +$135K +1,404 +355%
SI
778
Sava Infond
Slovenia
$166K – – –
SFI
779
Siemens Fonds Invest
Germany
$162K – – –
AF
780
Advisornet Financial
Minnesota
$152K -$34.7K -361 -18%
NFSG
781
Newbridge Financial Services Group
Florida
$147K +$122K +1,270 +462%
MG
782
Mather Group
Illinois
$147K +$43.1K +449 +41%
SFG
783
Strive Financial Group
Indiana
$145K -$15.6K -163 -10%
SOS
784
Silver Oak Securities
Tennessee
$144K -$5.09K -53 -3%
EWA
785
EverSource Wealth Advisors
Alabama
$141K -$25.3K -264 -15%
LI
786
LRI Investments
Florida
$139K +$48.6K +506 +53%
GWM
787
Geneos Wealth Management
Colorado
$134K – – –
MSFP
788
Mark Sheptoff Financial Planning
Connecticut
$134K – – –
HPC
789
HM Payson & Co
Maine
$127K -$13.4K -140 -9%
TFA
790
Transamerica Financial Advisors
Florida
$126K +$125K +1,305 +13,050%
SIC
791
Salem Investment Counselors
North Carolina
$124K – – –
RBC
792
Roble Belko & Company
Pennsylvania
$124K +$1.44K +15 +1%
RIL
793
Rothschild Investment LLC
Illinois
$123K +$30K +313 +32%
GGI
794
Godsey & Gibb Inc
Virginia
$119K – – –
W
795
WealthCollab
Washington
$117K +$41.4K +431 +54%
TCA
796
Trifecta Capital Advisors
Illinois
$115K -$110K -1,150 -49%
TCOT
797
Trust Company of Toledo
Ohio
$115K – – –
EP
798
Evelyn Partners
$108K +$109K +1,135 New
BGAI
799
Bruce G. Allen Investments
Colorado
$102K +$94.9K +989 +1,177%
HHCP
800
Hilton Head Capital Partners
South Carolina
$99.9K -$9.6K -100 -9%
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