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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
826
OneDigital Investment Advisors
Kansas
$245K -$130K -869 -35%
GWM
827
Geneos Wealth Management
Colorado
$244K -$23.7K -159 -9%
WPP
828
Whalerock Point Partners
Rhode Island
$244K – – –
BONH
829
Bank of New Hampshire
New Hampshire
$243K -$74.6K -500 -24%
MOS
830
MGO One Seven
Ohio
$243K +$4.33K +29 +2%
WAP
831
Wealthcare Advisory Partners
Pennsylvania
$242K +$236K +1,583 New
PA
832
Procyon Advisors
Connecticut
$242K – – –
SPC
833
Stewart & Patten Company
California
$240K – – –
BFS
834
Bradley Foster & Sargent
Connecticut
$238K – – –
FWP
835
FAS Wealth Partners
Kansas
$238K -$6.42K -43 -3%
MMG
836
Monetary Management Group
Missouri
$237K – – –
AA
837
Addison Advisors
Vermont
$237K – – –
SC
838
Saturna Capital
Washington
$235K -$28.4K -190 -11%
NAG
839
Northstar Advisory Group
New Jersey
$235K +$248K +1,659 New
CWP
840
Core Wealth Partners
California
$234K – – –
SFS
841
Security Financial Services
Indiana
$234K +$228K +1,529 New
IFG
842
Independent Financial Group
California
$234K -$3.13K -21 -1%
FHA
843
Flagship Harbor Advisors
Massachusetts
$233K -$318K -2,133 -58%
SIC
844
Samalin Investment Counsel
New York
$233K -$44K -295 -16%
HW
845
Hamilton Wealth
California
$233K +$227K +1,523 New
VCA
846
Verdence Capital Advisors
Maryland
$232K -$3.73K -25 -2%
NL
847
NWAM LLC
Washington
$232K -$59.7K -400 -20%
WIC
848
Woodmont Investment Counsel
Tennessee
$232K -$38.1K -255 -14%
AHB
849
Abner Herrman & Brock
New Jersey
$230K – – –
HCM
850
Howland Capital Management
Massachusetts
$230K -$29.9K -200 -12%
32 33
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35 36