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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
HBWM
801
Hollow Brook Wealth Management
New York
$403K – – –
1SB
802
1ST Source Bank
Indiana
$402K +$4.59K +23 +1%
CL
803
Choreo LLC
Illinois
$401K – – –
GWM
804
Gray Wealth Management
Maine
$401K +$200 +1 +0.1%
CCM
805
Carderock Capital Management
Maryland
$400K -$40K -200 -10%
ACM
806
Ayrshire Capital Management
Connecticut
$399K -$1.92M -9,613 -84%
BCCM
807
Bridge Creek Capital Management
Massachusetts
$393K -$2K -10 -0.6%
PWLP
808
Prio Wealth Limited Partnership
Massachusetts
$391K +$4K +20 +1%
KFA
809
Krane Funds Advisors
New York
$390K -$209K -1,048 -37%
PA
810
Profund Advisors
Maryland
$390K -$11.6K -58 -3%
UR
811
USCA RIA
Texas
$390K +$356K +1,780 New
BUB
812
BBVA USA Bancshares
Texas
$389K -$34.4K -172 -9%
VWM
813
Valley Wealth Managers
New Jersey
$389K -$30K -150 -8%
CMBA
814
C.M. Bidwell & Associates
Hawaii
$386K -$799 -4 -0.2%
BHWM
815
Bar Harbor Wealth Management
New Hampshire
$385K -$46.2K -231 -12%
DIA
816
Dana Investment Advisors
Wisconsin
$384K -$17K -85 -5%
TCWM
817
Total Clarity Wealth Management
Illinois
$384K -$12K -60 -3%
SC
818
Savant Capital
Illinois
$382K +$14.4K +72 +4%
BWP
819
Bernardo Wealth Planning
Pennsylvania
$380K +$16.6K +83 +5%
MIM
820
Moseley Investment Management
Florida
$378K -$8.39K -42 -2%
VDI
821
Vaughan David Investments
Illinois
$377K – – –
CAM
822
Cresset Asset Management
Illinois
$377K +$93.1K +466 +37%
OFS
823
Oldfather Financial Services
Nebraska
$375K – – –
CFG
824
Capstone Financial Group
Oklahoma
$374K -$14.8K -74 -4%
SWA
825
SFMG Wealth Advisors
Texas
$373K +$15.8K +79 +5%
31 32
33
34 35