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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
801
Argent Trust Co
Tennessee
$296K -$62.7K -364 -17%
SCG
802
Sonata Capital Group
Washington
$295K – – –
BP
803
Ballentine Partners
Massachusetts
$294K +$71.1K +413 +30%
PFA
804
Pure Financial Advisors
California
$293K +$75.3K +437 +33%
ODIJL
805
One Day In July LLC
Vermont
$292K – – –
TFS
806
Thoroughbred Financial Services
Tennessee
$291K -$78.4K -455 -21%
MA
807
MUFG Americas
New York
$290K -$26.7K -155 -8%
CL
808
Choreo LLC
Illinois
$289K – – –
GWM
809
Gray Wealth Management
Maine
$289K +$344 +2 +0.1%
KA
810
Kozak & Associates
Colorado
$287K +$291K +1,689 New
CCT
811
Country Club Trust
Missouri
$286K – – –
VDI
812
Vaughan David Investments
Illinois
$285K -$2.75K -16 -0.9%
SB
813
Simmons Bank
Arkansas
$283K -$25K -145 -8%
BW
814
Bison Wealth
Georgia
$283K -$7.92K -46 -3%
PWLP
815
Prio Wealth Limited Partnership
Massachusetts
$283K +$10.2K +59 +4%
TC
816
TownSquare Capital
Utah
$279K -$1.21K -7 -0.4%
B
817
Bailard
California
$278K +$4.48K +26 +2%
BFM
818
Boston Financial Management
Massachusetts
$278K +$289K +1,676 New
CAMG
819
CWA Asset Management Group
Florida
$277K +$2.58K +15 +0.9%
SAM
820
Strategy Asset Managers
California
$277K +$9.99K +58 +4%
DBIA
821
Dumont & Blake Investment Advisors
New Jersey
$276K -$63.9K -371 -18%
CCM
822
Chilton Capital Management
Texas
$272K – – –
PL
823
Plancorp LLC
Missouri
$272K +$283K +1,643 New
CL
824
CPWM LLC
Washington
$269K -$2.58K -15 -0.9%
PWMG
825
Pinnacle Wealth Management Group
Michigan
$268K -$372K -2,159 -57%
31 32
33
34 35