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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
776
Verity Asset Management
North Carolina
$236K +$265K +1,836 New
CPSAC
777
Chas P. Smith & Associates (CPS)
Florida
$235K +$144 +1 +0.1%
LWP
778
Lumature Wealth Partners
Georgia
$235K +$11.3K +78 +4%
MGP
779
Metis Global Partners
California
$233K -$1.73K -12 -0.7%
MG
780
Mather Group
Illinois
$233K +$262K +1,816 New
GW
781
GW & Wade
Massachusetts
$232K -$866 -6 -0.3%
MSS
782
Mitchell Sinkler & Starr
Pennsylvania
$230K -$211K -1,465 -45%
WIC
783
Woodmont Investment Counsel
Tennessee
$230K -$2.16K -15 -0.8%
CI
784
CX Institutional
Indiana
$228K +$5.77K +40 +2%
FANJ
785
Financial Architects (New Jersey)
New Jersey
$227K -$13.6K -94 -5%
CCB
786
Country Club Bank
Missouri
$226K -$1.73K -12 -0.7%
WWM
787
Western Wealth Management
Colorado
$226K +$13.1K +91 +6%
CIC
788
Crawford Investment Counsel
Georgia
$225K -$28.9K -200 -10%
DWT
789
Dorsey & Whitney Trust
South Dakota
$224K -$19.9K -138 -7%
SA
790
SL Advisors
New Jersey
$224K – – –
EH
791
Equitable Holdings
New York
$222K -$105K -730 -30%
MWM
792
Modera Wealth Management
New Jersey
$222K – – –
LF
793
Lantz Financial
Illinois
$222K +$2.74K +19 +1%
HBWM
794
Hollow Brook Wealth Management
New York
$220K – – –
WJWM
795
Williams Jones Wealth Management
New York
$220K – – –
MCM
796
Mendel Capital Management
Arkansas
$220K +$1.59K +11 +0.6%
FHA
797
First Horizon Advisors
Tennessee
$220K +$7.94K +55 +3%
RB
798
Renasant Bank
Mississippi
$218K -$56.7K -393 -19%
CG
799
Caprock Group
Idaho
$218K -$16.7K -116 -6%
MFG
800
Merit Financial Group
Georgia
$218K -$13.7K -95 -5%
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