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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
876
Tiemann Investment Advisors
California
$222K +$4.3K +26 +2%
BC
877
Burleson & Co
California
$222K +$180K +1,087 New
CHA
878
Carmichael Hill & Associates
Maryland
$221K +$165 +1 +0.1%
SF
879
Symphony Financial
Texas
$219K +$207K +1,255 New
HFRG
880
Houlihan Financial Resource Group
Virginia
$219K +$209K +1,266 New
VCA
881
Verdence Capital Advisors
Maryland
$218K +$208K +1,256 New
PCS
882
Personal CFO Solutions
New Jersey
$218K +$208K +1,258 New
RP
883
Rice Partnership
Hawaii
$218K +$208K +1,261 New
SFM
884
Signet Financial Management
New Jersey
$217K -$49.6K -300 -22%
LS
885
Livforsakringsbolaget Skandia
Sweden
$217K – – –
CAM
886
Cresset Asset Management
Illinois
$217K +$207K +1,253 New
PFC
887
Phocas Financial Corp
California
$216K +$207K +1,250 New
AMG
888
Advisors Management Group
Wisconsin
$215K +$205K +1,243 New
FDCDDQ
889
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K +$25.6K +155 +14%
SVWAG
890
Sound View Wealth Advisors Group
Georgia
$213K +$203K +1,228 New
SIC
891
Salem Investment Counselors
North Carolina
$212K – – –
GFS
892
GYL Financial Synergies
Connecticut
$212K +$202K +1,221 New
GIM
893
Goelzer Investment Management
Indiana
$212K +$202K +1,225 New
GWM
894
GSB Wealth Management
Connecticut
$212K +$202K +1,225 New
EGA
895
Eagle Global Advisors
Texas
$212K +$203K +1,226 New
BAM
896
Belpointe Asset Management
Nevada
$211K -$1.16K -7 -0.6%
CFA
897
CWS Financial Advisors
Michigan
$211K – – –
LOAME
898
Lombard Odier Asset Management (Europe)
United Kingdom
$210K -$61.1K -370 -23%
MMG
899
Monetary Management Group
Missouri
$208K – – –
CMI
900
Clare Market Investments
Texas
$208K +$198K +1,200 New
34 35
36
37 38