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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
801
One Day In July LLC
Vermont
$292K – – –
TFS
802
Thoroughbred Financial Services
Tennessee
$291K -$78.4K -455 -21%
MA
803
MUFG Americas
New York
$290K -$26.7K -155 -8%
CL
804
Choreo LLC
Illinois
$289K – – –
GWM
805
Gray Wealth Management
Maine
$289K +$344 +2 +0.1%
KA
806
Kozak & Associates
Colorado
$287K +$291K +1,689 New
CCT
807
Country Club Trust
Missouri
$286K – – –
VDI
808
Vaughan David Investments
Illinois
$285K -$2.75K -16 -0.9%
SB
809
Simmons Bank
Arkansas
$283K -$25K -145 -8%
BW
810
Bison Wealth
Georgia
$283K -$7.92K -46 -3%
PWLP
811
Prio Wealth Limited Partnership
Massachusetts
$283K +$10.2K +59 +4%
TC
812
TownSquare Capital
Utah
$279K -$1.21K -7 -0.4%
B
813
Bailard
California
$278K +$4.48K +26 +2%
BFM
814
Boston Financial Management
Massachusetts
$278K +$289K +1,676 New
CAMG
815
CWA Asset Management Group
Florida
$277K +$2.58K +15 +0.9%
SAM
816
Strategy Asset Managers
California
$277K +$9.99K +58 +4%
DBIA
817
Dumont & Blake Investment Advisors
New Jersey
$276K -$63.9K -371 -18%
CCM
818
Chilton Capital Management
Texas
$272K – – –
PL
819
Plancorp LLC
Missouri
$272K +$283K +1,643 New
CL
820
CPWM LLC
Washington
$269K -$2.58K -15 -0.9%
PWMG
821
Pinnacle Wealth Management Group
Michigan
$268K -$372K -2,159 -57%
BFG
822
Barber Financial Group
Kansas
$268K +$39.8K +231 +17%
AOWM
823
Alpha Omega Wealth Management
Virginia
$267K +$277K +1,610 New
BHTS
824
Bar Harbor Trust Services
Maine
$266K – – –
MMG
825
Monetary Management Group
Missouri
$265K +$68.9K +400 +33%
31 32
33
34 35