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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
801
Merit Financial Group
Georgia
$253K +$29.6K +207 +13%
IF
802
Insight Folios
North Carolina
$251K +$1.29K +9 +0.5%
BP
803
Ballentine Partners
Massachusetts
$248K -$112K -785 -31%
LWP
804
Lumature Wealth Partners
Georgia
$247K +$9.14K +64 +4%
SA
805
SL Advisors
New Jersey
$246K +$1.43K +10 +0.6%
CI
806
CX Institutional
Indiana
$245K -$244K -1,708 -50%
TCMP
807
Thrive Capital Management (Pennsylvania)
Pennsylvania
$244K +$247K +1,728 New
MWM
808
Modera Wealth Management
New Jersey
$244K +$247K +1,729 New
BRWM
809
B. Riley Wealth Management
Tennessee
$243K +$247K +1,726 New
KA
810
Kozak & Associates
Colorado
$242K +$1.86K +13 +0.8%
HBWM
811
Hollow Brook Wealth Management
New York
$241K – – –
WJWM
812
Williams Jones Wealth Management
New York
$241K +$3.14K +22 +1%
LF
813
Lantz Financial
Illinois
$241K +$244K +1,709 New
PWLP
814
Prio Wealth Limited Partnership
Massachusetts
$241K – – –
MCM
815
Mendel Capital Management
Arkansas
$240K +$16K +112 +7%
CCB
816
Country Club Bank
Missouri
$239K -$12.6K -88 -5%
LB
817
Leo Brokerage
Texas
$238K -$4.29K -30 -2%
FIM
818
Freedom Investment Management
Connecticut
$238K +$241K +1,686 New
WAAG
819
Wealth Alliance Advisory Group
Kansas
$237K +$240K +1,681 New
WWM
820
Western Wealth Management
Colorado
$236K +$236K +1,653 New
DBIA
821
Dumont & Blake Investment Advisors
New Jersey
$235K – – –
FHA
822
First Horizon Advisors
Tennessee
$235K +$140K +983 +144%
DWM
823
Darwin Wealth Management
Florida
$234K -$14.6K -102 -6%
IIA
824
Integral Investment Advisors
California
$233K – – –
CCM
825
Chilton Capital Management
Texas
$232K – – –
31 32
33
34 35