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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
851
ORG Partners
Indiana
$232K -$146K -982 -41%
MG
852
Mather Group
Illinois
$232K -$274K -1,849 -56%
CCWM
853
Cassaday & Co Wealth Management
Virginia
$231K +$210K +1,419 New
TWG
854
The Wealth Group
Minnesota
$231K +$210K +1,417 New
BFS
855
Bradley Foster & Sargent
Connecticut
$231K +$210K +1,416 New
FWP
856
FAS Wealth Partners
Kansas
$231K -$20.4K -138 -9%
LA
857
Latitude Advisors
Florida
$231K +$210K +1,415 New
QCG
858
Quadrant Capital Group
Ohio
$229K +$10.1K +68 +5%
GJWM
859
Gilliland Jeter Wealth Management
Arkansas
$228K – – –
WSC
860
Wellington Shields & Co
New York
$228K – – –
BEAM
861
Baker Ellis Asset Management
Washington
$228K +$207K +1,400 New
SFSG
862
Sound Financial Strategies Group
Mississippi
$227K -$11.4K -77 -5%
QCM
863
QRG Capital Management
Illinois
$225K +$205K +1,382 New
EFL
864
ERn Financial LLC
Wisconsin
$224K +$204K +1,377 New
CFCI
865
Comprehensive Financial Consultants Institutional
Indiana
$224K +$204K +1,375 New
BRM
866
Boston Research & Management
Massachusetts
$224K +$204K +1,375 New
ACA
867
Affinity Capital Advisors
California
$224K +$204K +1,375 New
JAG
868
Journey Advisory Group
Kentucky
$224K – – –
WIC
869
Woodmont Investment Counsel
Tennessee
$222K +$202K +1,364 New
CVA
870
Central Valley Advisors
California
$222K +$202K +1,362 New
WA
871
WBH Advisory
Maryland
$220K -$37.8K -255 -16%
SIG
872
Stonegate Investment Group
Alabama
$219K +$199K +1,344 New
AIP
873
Ameritas Investment Partners
Nebraska
$219K -$6.08K -41 -3%
GFG
874
Goldstone Financial Group
Illinois
$217K +$197K +1,332 New
WPW
875
Waldron Private Wealth
Pennsylvania
$217K +$197K +1,331 New
33 34
35
36 37