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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
826
Marble Harbor Investment Counsel
Massachusetts
$218K -$139K -1,000 -38%
CCM
827
Coldstream Capital Management
Washington
$217K +$17.2K +124 +8%
TCOT
828
Trust Company of Toledo
Ohio
$217K +$220K +1,587 New
TNBTD
829
Trustmark National Bank Trust Department
Mississippi
$215K -$4.17K -30 -2%
PA
830
Procyon Advisors
Connecticut
$215K -$1.39K -10 -0.6%
MAS
831
Meeder Advisory Services
Ohio
$212K +$216K +1,554 New
FWP
832
FAS Wealth Partners
Kansas
$212K -$139 -1 -0.1%
MMG
833
Monetary Management Group
Missouri
$212K – – –
AA
834
Addison Advisors
Vermont
$211K – – –
SFS
835
Security Financial Services
Indiana
$210K +$1.8K +13 +0.9%
VAM
836
Verity Asset Management
North Carolina
$209K +$14.4K +104 +7%
VCA
837
Verdence Capital Advisors
Maryland
$209K +$2.08K +15 +1%
CWP
838
Core Wealth Partners
California
$209K – – –
MA
839
Mutual Advisors
Nebraska
$208K -$103K -743 -32%
RMDI
840
R.M. Davis Inc
Maine
$208K +$20.8K +150 +11%
TAM
841
Townsend Asset Management
North Carolina
$208K -$43.7K -315 -17%
VC
842
Vicus Capital
Pennsylvania
$205K +$209K +1,503 New
HCM
843
Howland Capital Management
Massachusetts
$205K – – –
JWCA
844
J.W. Coons Advisors
Ohio
$205K – – –
CCM
845
Chiron Capital Management
Florida
$205K +$208K +1,500 New
RWMG
846
Redwood Wealth Management Group
New Jersey
$204K +$139 +1 +0.1%
ET
847
Equitable Trust
Tennessee
$204K -$121K -870 -37%
AIS
848
AM Investment Strategies
Tennessee
$204K +$1.8K +13 +0.9%
SFSG
849
Sound Financial Strategies Group
Mississippi
$201K -$415K -2,988 -67%
GGI
850
Godsey & Gibb Inc
Virginia
$198K +$28.7K +207 +17%
32 33
34
35 36