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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
851
Dynamic Advisor Solutions
Arizona
$246K +$59.6K +346 +30%
SP
852
Successful Portfolios
Florida
$245K +$3.44K +20 +1%
VCM
853
Vivaldi Capital Management
Illinois
$245K +$16.4K +95 +7%
BEAM
854
Baker Ellis Asset Management
Washington
$244K – – –
RGC
855
Roberts, Glore & Co
Illinois
$244K +$253K +1,471 New
RM
856
Resource Management
Louisiana
$243K – – –
ABC
857
Associated Banc-Corp
Wisconsin
$243K +$11.9K +69 +5%
SS
858
Simplicity Solutions
Minnesota
$243K +$26.7K +155 +12%
TVWM
859
Tower View Wealth Management
Wisconsin
$242K -$118K -686 -32%
ISL
860
Ingalls & Snyder LLC
New York
$242K – – –
LS
861
Livforsakringsbolaget Skandia
Sweden
$240K -$103K -600 -29%
MFW
862
Mosaic Family Wealth
Missouri
$240K +$250K +1,450 New
WSC
863
Wellington Shields & Co
New York
$239K – – –
PWM
864
Perigon Wealth Management
California
$238K -$81.8K -475 -25%
MFW
865
Meristem Family Wealth
Minnesota
$237K +$7.92K +46 +3%
AC
866
Avestar Capital
New York
$237K +$20.1K +117 +9%
VBCG
867
Valley Brook Capital Group
Pennsylvania
$236K -$12.9K -75 -5%
SIC
868
Salem Investment Counselors
North Carolina
$236K +$34.4K +200 +16%
WFI
869
West Family Investments
California
$235K -$387K -2,245 -61%
BB
870
Busey Bank
Illinois
$234K – – –
PCM
871
Parsons Capital Management
Rhode Island
$234K – – –
BBL
872
Beck Bode LLC
Massachusetts
$233K +$225K +1,306 +1,306%
CI
873
Conning Inc
Connecticut
$231K -$39.6K -230 -14%
FA
874
FDx Advisors
Illinois
$230K +$21K +122 +10%
HCM
875
Howland Capital Management
Massachusetts
$229K -$47.2K -274 -17%
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