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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
776
Websterrogers Financial Advisors
South Carolina
$265K -$4.29K -30 -2%
ACM
777
Advisors Capital Management
New Jersey
$265K +$268K +1,876 New
DWT
778
Dorsey & Whitney Trust
South Dakota
$264K +$28.6K +200 +12%
FANJ
779
Financial Architects (New Jersey)
New Jersey
$263K +$3.57K +25 +1%
NWM
780
Northcape Wealth Management
New York
$262K -$412K -2,885 -61%
CA
781
Cambridge Advisors
Nebraska
$262K – – –
IHL
782
Investment House LLC
California
$261K – – –
MMG
783
Monetary Management Group
Missouri
$261K – – –
WEG
784
World Equity Group
Illinois
$260K +$264K +1,846 New
BONH
785
Bank of New Hampshire
New Hampshire
$260K – – –
CPSAC
786
Chas P. Smith & Associates (CPS)
Florida
$258K -$7.86K -55 -3%
MGP
787
Metis Global Partners
California
$257K -$17.7K -124 -6%
FWM
788
Frontier Wealth Management
Missouri
$257K – – –
GW
789
GW & Wade
Massachusetts
$256K -$14.1K -99 -5%
PMFA
790
Plante Moran Financial Advisors
Michigan
$255K +$143 +1 +0.1%
LFG
791
Larson Financial Group
Missouri
$255K +$11.9K +83 +5%
CG
792
Caprock Group
Idaho
$255K +$49.6K +347 +24%
PA
793
Parallel Advisors
California
$254K -$21.4K -150 -8%
WIC
794
Woodmont Investment Counsel
Tennessee
$254K – – –
PFA
795
Pure Financial Advisors
California
$254K +$6.71K +47 +3%
CC
796
Cipher Capital
New York
$254K +$258K +1,804 New
MOS
797
MGO One Seven
Ohio
$253K +$8.71K +61 +4%
MFG
798
Merit Financial Group
Georgia
$253K +$29.6K +207 +13%
IF
799
Insight Folios
North Carolina
$251K +$1.29K +9 +0.5%
BP
800
Ballentine Partners
Massachusetts
$248K -$112K -785 -31%
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