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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
801
Stiles Financial Services
Minnesota
$234K +$1.98K +13 +0.7%
RIA
802
Realta Investment Advisors
Delaware
$233K -$42.6K -280 -16%
CPSAC
803
Chas P. Smith & Associates (CPS)
Florida
$233K – – –
FMAEN1
804
Fund Management at Engine No 1
California
$232K +$24.5K +161 +10%
WIC
805
Woodmont Investment Counsel
Tennessee
$231K – – –
BAM
806
Bosun Asset Management
Illinois
$230K – – –
EB
807
Exchange Bank
California
$228K -$255K -1,680 -49%
JAG
808
Journey Advisory Group
Kentucky
$228K +$15.2K +100 +6%
ACM
809
Allred Capital Management
Texas
$227K +$760 +5 +0.3%
FPCP
810
Fort Point Capital Partners
California
$226K – – –
HBWM
811
Hollow Brook Wealth Management
New York
$225K – – –
CFG
812
Cooper Financial Group
California
$223K -$23.6K -155 -8%
HCM
813
Howland Capital Management
Massachusetts
$223K – – –
JWCA
814
J.W. Cole Advisors
Florida
$222K +$3.19K +21 +1%
NAM
815
NorthCrest Asset Manangement
Minnesota
$220K -$152 -1 -0.1%
SA
816
SL Advisors
New Jersey
$220K – – –
CCB
817
Country Club Bank
Missouri
$219K – – –
IIA
818
Integral Investment Advisors
California
$217K +$912 +6 +0.4%
ACA
819
Affinity Capital Advisors
California
$216K +$152 +1 +0.1%
MOS
820
MGO One Seven
Ohio
$215K +$11.6K +76 +5%
XF
821
XML Financial
Maryland
$213K +$4.86K +32 +2%
TCWM
822
Total Clarity Wealth Management
Illinois
$213K -$3.19K -21 -1%
EFG
823
Everhart Financial Group
Ohio
$213K -$79.3K -522 -24%
BP
824
Ballentine Partners
Massachusetts
$211K -$78.9K -519 -24%
PWLP
825
Prio Wealth Limited Partnership
Massachusetts
$210K – – –
31 32
33
34 35