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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
CoreCap Advisors
Michigan
$231K -$26.4K -172 -9%
CAMG
827
CWA Asset Management Group
Florida
$231K -$2.91K -19 -1%
IIA
828
Integral Investment Advisors
California
$230K – – –
AAM
829
Autus Asset Management
Arizona
$228K -$400K -2,612 -61%
BFG
830
Barber Financial Group
Kansas
$228K -$4.44K -29 -2%
CCM
831
Chilton Capital Management
Texas
$228K – – –
AIP
832
Ameritas Investment Partners
Nebraska
$227K -$19.8K -129 -7%
KA
833
Kozak & Associates
Colorado
$227K – – –
WOC
834
West Oak Capital
California
$227K – – –
IC
835
IEQ Capital
California
$225K -$141K -918 -36%
PAMG
836
Patton Albertson Miller Group
Tennessee
$225K -$15.3K -100 -6%
BFM
837
Boston Financial Management
Massachusetts
$224K -$9.81K -64 -4%
BHTS
838
Bar Harbor Trust Services
Maine
$224K – – –
MAG
839
Mayfair Advisory Group
Alabama
$224K +$241K +1,571 New
TCM
840
Teza Capital Management
Illinois
$223K -$369K -2,405 -60%
SFFS
841
Stonehage Fleming Financial Services
Jersey
$223K – – –
RGF
842
Retirement Guys Formula
Ohio
$223K +$30K +196 +14%
LIM
843
Longfellow Investment Management
Massachusetts
$221K – – –
MFG
844
Merit Financial Group
Georgia
$221K +$17.5K +114 +8%
MCM
845
Mendel Capital Management
Arkansas
$221K +$36.2K +236 +17%
SAM
846
Strategy Asset Managers
California
$221K +$243K +1,587 New
AG
847
AlphaSimPlex Group
Massachusetts
$219K – – –
SPC
848
Stewart & Patten Company
California
$218K – – –
CW
849
CreativeOne Wealth
Kansas
$217K -$104K -679 -30%
WPP
850
Whalerock Point Partners
Rhode Island
$217K +$15.3K +100 +7%
32 33
34
35 36