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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
851
Dynamic Advisor Solutions
Arizona
$324K -$59.3K -308 -15%
BCCM
852
Bridge Creek Capital Management
Massachusetts
$323K – – –
ISL
853
Ingalls & Snyder LLC
New York
$323K – – –
BIM
854
Baldwin Investment Management
Pennsylvania
$323K +$19.3K +100 +6%
IC
855
Intersect Capital
California
$322K -$11.6K -60 -3%
CAMG
856
CWA Asset Management Group
Florida
$321K +$577 +3 +0.2%
PCIA
857
Prime Capital Investment Advisors
Kansas
$320K -$37.2K -193 -10%
HCM
858
Howland Capital Management
Massachusetts
$320K +$10K +52 +3%
CRI
859
Colonial River Investments
Virginia
$320K +$15.8K +82 +5%
FHB
860
First Hawaiian Bank
Hawaii
$319K +$770 +4 +0.2%
PCM
861
Prelude Capital Management
New York
$314K +$7.89K +41 +3%
FAIM
862
Financial Advocates Investment Management
Washington
$312K -$5.97K -31 -2%
BHTS
863
Bar Harbor Trust Services
Maine
$311K – – –
BFA
864
Brendel Financial Advisors
New Hampshire
$308K -$8.09K -42 -3%
SFO
865
Stokes Family Office
Louisiana
$307K +$306K +1,590 New
EFS
866
Essex Financial Services
Connecticut
$301K +$62.6K +325 +26%
EH
867
Employers Holdings
Nevada
$299K – – –
LI
868
Lafayette Investments
Maryland
$299K +$298K +1,548 New
SFG
869
Sovereign Financial Group
Connecticut
$298K +$84.3K +438 +40%
DA
870
Doliver Advisors
Texas
$296K +$295K +1,533 New
CCM
871
Carderock Capital Management
Maryland
$294K -$38.5K -200 -12%
VCA
872
Verdence Capital Advisors
Maryland
$293K +$25.6K +133 +10%
LB
873
Leo Brokerage
Texas
$291K -$52.2K -271 -15%
SFG
874
SevenBridge Financial Group
Pennsylvania
$291K – – –
BAIA
875
Bel Air Investment Advisors
California
$291K +$290K +1,509 New
33 34
35
36 37