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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BBI
801
Baxter Bros Inc
Connecticut
$205K – – –
WP
802
WealthShield Partners
North Carolina
$204K +$206K +1,325 New
CWS
803
Cypress Wealth Services
California
$202K +$204K +1,307 New
RCYC
804
Richard C. Young & Co
Rhode Island
$200K +$202K +1,298 New
S
805
SignatureFD
Georgia
$197K -$10.1K -65 -5%
PFC
806
Phocas Financial Corp
California
$193K +$195K +1,250 New
CIAS
807
Capital Investment Advisory Services
North Carolina
$191K +$193K +1,240 New
AF
808
Advisornet Financial
Minnesota
$189K -$40.5K -260 -17%
MMG
809
Monetary Management Group
Missouri
$185K -$19.5K -125 -9%
FCB
810
First Command Bank
Texas
$183K – – –
FCFS
811
First Command Financial Services
Texas
$183K – – –
ST
812
Smithfield Trust
Pennsylvania
$182K +$73.7K +473 +67%
OIA
813
OneDigital Investment Advisors
Kansas
$181K -$29.8K -191 -14%
M
814
MOTCO
Texas
$176K – – –
PB
815
Pinnacle Bancorp
Nebraska
$168K +$170K +1,090 New
CF
816
Centaurus Financial
California
$156K – – –
PA
817
Parallel Advisors
California
$156K – – –
TNBTD
818
Trustmark National Bank Trust Department
Mississippi
$154K – – –
QCG
819
Quadrant Capital Group
Ohio
$151K -$4.67K -30 -3%
RE
820
RBC Europe
United Kingdom
$150K -$2.02K -13 -1%
VNA
821
Valley National Advisers
Pennsylvania
$147K +$9.5K +61 +7%
DWM
822
Doyle Wealth Management
Florida
$147K +$148K +952 New
LWM
823
Lenox Wealth Management
Ohio
$135K -$3.12K -20 -2%
CAW
824
Cornerstone Advisors (Washington)
Washington
$135K +$4.05K +26 +3%
RCAG
825
Rehmann Capital Advisory Group
Michigan
$132K +$779 +5 +0.6%
31 32
33
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