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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
776
Revisor Wealth Management
Ohio
$309K +$293K +1,952 New
TAM
777
Townsend Asset Management
North Carolina
$308K +$900 +6 +0.3%
ZCM
778
Ziegler Capital Management
Illinois
$307K -$4.2K -28 -1%
CFAM
779
Center For Asset Management
Florida
$306K -$201K -1,343 -41%
CCM
780
Coldstream Capital Management
Washington
$305K -$474K -3,159 -62%
EFG
781
Everhart Financial Group
Ohio
$304K +$19.8K +132 +7%
OPTFSNA
782
Old Point Trust & Financial Services N A
Virginia
$304K -$17.4K -116 -6%
HWMG
783
Hurlow Wealth Management Group
Indiana
$302K -$7.5K -50 -3%
CL
784
COWA LLC
Oklahoma
$301K – – –
CA
785
CapWealth Advisors
Tennessee
$299K -$30K -200 -10%
BP
786
Ballentine Partners
Massachusetts
$298K +$65.1K +434 +30%
SAM
787
Strategy Asset Managers
California
$298K -$22.6K -151 -7%
BFA
788
Benedict Financial Advisors
Georgia
$298K -$86.5K -577 -23%
TCMP
789
Thrive Capital Management (Pennsylvania)
Pennsylvania
$298K -$126K -843 -30%
RIA
790
Realta Investment Advisors
Delaware
$297K -$181K -1,208 -39%
ACA
791
Affinity Capital Advisors
California
$295K +$300 +2 +0.1%
CA
792
Cambridge Advisors
Nebraska
$294K – – –
SFI
793
SPC Financial Inc
Maryland
$294K +$22.5K +150 +9%
FANJ
794
Financial Architects (New Jersey)
New Jersey
$291K +$15.4K +103 +6%
BONH
795
Bank of New Hampshire
New Hampshire
$290K – – –
CW
796
CIC Wealth
Maryland
$288K +$300 +2 +0.1%
SC
797
Saturna Capital
Washington
$287K +$12.7K +85 +5%
1SB
798
1ST Source Bank
Indiana
$286K – – –
GW
799
GW & Wade
Massachusetts
$286K -$13.9K -93 -5%
ACM
800
Allred Capital Management
Texas
$286K -$9.15K -61 -3%
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