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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
776
Aspiriant LLC
California
$261K +$243K +1,826 New
SC
777
Sapient Capital
Indiana
$260K +$243K +1,823 New
WKSWA
778
White Knight Strategic Wealth Advisors
New Jersey
$260K +$30.7K +230 +14%
KGC
779
Kennon-Green & Company
Ohio
$260K -$105K -786 -30%
SIC
780
Samalin Investment Counsel
New York
$259K -$2.93K -22 -1%
TAM
781
Townsend Asset Management
North Carolina
$259K -$3.47K -26 -1%
RWM
782
Revisor Wealth Management
Ohio
$258K -$74.7K -560 -24%
PPP
783
Private Portfolio Partners
New Jersey
$258K +$241K +1,810 New
PWM
784
Perigon Wealth Management
California
$257K -$1.73K -13 -0.7%
TCM
785
Twin Capital Management
Pennsylvania
$257K – – –
PAM
786
Paradigm Asset Management
New York
$257K – – –
ZIC
787
ZWJ Investment Counsel
Georgia
$257K – – –
CPSAC
788
Chas P. Smith & Associates (CPS)
Florida
$254K – – –
GCIM
789
Gunn & Company Investment Management
Florida
$254K +$237K +1,781 New
HI
790
Horizon Investments
North Carolina
$253K -$527K -3,952 -69%
WIC
791
Woodmont Investment Counsel
Tennessee
$252K +$667 +5 +0.3%
NIM
792
NEOS Investment Management
Connecticut
$250K +$234K +1,756 New
GWM
793
Geneos Wealth Management
Colorado
$250K -$109K -821 -32%
SWM
794
Spire Wealth Management
Virginia
$250K -$33.3K -250 -12%
LSAG
795
Lake Street Advisors Group
New Hampshire
$250K +$234K +1,752 New
CW
796
CIC Wealth
Maryland
$250K -$5.2K -39 -2%
BAM
797
Bosun Asset Management
Illinois
$249K -$1.73K -13 -0.7%
JAG
798
Journey Advisory Group
Kentucky
$248K – – –
RGI
799
River Global Investors
United Kingdom
$248K +$232K +1,737 New
LAM
800
Lummis Asset Management
Texas
$247K +$231K +1,734 New
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