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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
876
Intrua Financial
Texas
$310K +$10K +45 +3%
WI
877
Wedgewood Investors
Pennsylvania
$307K – – –
RM
878
Resource Management
Louisiana
$306K -$139K -623 -30%
SP
879
Successful Portfolios
Florida
$303K -$1.11K -5 -0.3%
WSC
880
Wellington Shields & Co
New York
$303K – – –
AIM
881
Anchor Investment Management
South Carolina
$300K -$668 -3 -0.2%
DMC
882
Drexel Morgan & Co
Pennsylvania
$297K +$315K +1,415 New
CAM
883
Congress Asset Management
Massachusetts
$295K -$33.4K -150 -10%
AMIM
884
Aull & Monroe Investment Management
Alabama
$294K – – –
RA
885
RFG Advisory
Alabama
$291K – – –
MFW
886
Meristem Family Wealth
Minnesota
$291K +$1.11K +5 +0.4%
VHAM
887
Van Hulzen Asset Management
California
$290K -$1.89M -8,480 -86%
DT
888
Diversified Trust
Tennessee
$290K +$307K +1,379 New
MCM
889
Maryland Capital Management
Maryland
$289K – – –
VCM
890
Vivaldi Capital Management
Illinois
$289K – – –
BRM
891
Boston Research & Management
Massachusetts
$288K – – –
TVWM
892
Tower View Wealth Management
Wisconsin
$288K +$125K +563 +70%
LFA
893
Legacy Financial Advisors
Kentucky
$288K +$305K +1,368 New
RC
894
RegentAtlantic Capital
New Jersey
$287K – – –
PMG
895
ProVise Management Group
Florida
$285K -$2.9K -13 -0.9%
GFS
896
GYL Financial Synergies
Connecticut
$285K +$19.2K +86 +7%
TFM
897
TFC Financial Management
Massachusetts
$284K +$300K +1,349 New
VCA
898
Verdence Capital Advisors
Maryland
$282K +$21.6K +97 +8%
TTWM
899
TCV Trust & Wealth Management
Virginia
$281K – – –
IEFM
900
IQ EQ Fund Management
Ireland
$280K – – –
34 35
36
37 38