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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
901
Monetary Management Group
Missouri
$208K – – –
CMI
902
Clare Market Investments
Texas
$208K +$198K +1,200 New
FCB
903
First Command Bank
Texas
$206K – – –
FCFS
904
First Command Financial Services
Texas
$206K – – –
CBN
905
Cadence Bank NA
Texas
$206K +$196K +1,188 New
FTC
906
Farmers Trust Company
Ohio
$206K +$196K +1,189 New
ACM
907
Ategra Capital Management
Virginia
$205K +$196K +1,186 New
TI
908
tru Independence
Oregon
$205K – – –
IAIM
909
International Assets Investment Management
Florida
$205K +$196K +1,184 New
FMWA
910
Forvis Mazars Wealth Advisors
Missouri
$204K +$194K +1,175 New
GGI
911
Godsey & Gibb Inc
Virginia
$203K +$193K +1,169 New
AWA
912
Arete Wealth Advisors
Illinois
$203K +$194K +1,172 New
CCA
913
Checchi Capital Advisers
California
$201K +$192K +1,160 New
WBC
914
West Branch Capital
Massachusetts
$201K +$192K +1,160 New
GD
915
Grandfield & Dodd
New York
$200K +$191K +1,155 New
CAW
916
Cornerstone Advisors (Washington)
Washington
$192K +$23.3K +141 +15%
LWM
917
Lenox Wealth Management
Ohio
$175K +$330 +2 +0.2%
PO
918
Private Ocean
California
$164K -$29.4K -178 -16%
RIM
919
Rampart Investment Management
Connecticut
$162K -$375K -2,269 -71%
PB
920
Pinnacle Bancorp
Nebraska
$154K – – –
OPS
921
Orion Portfolio Solutions
Nebraska
$154K +$6.44K +39 +5%
JWBC
922
John W. Brooker & Co
California
$152K – – –
AIL
923
AGF Investments LLC
Ontario, Canada
$150K +$661 +4 +0.5%
FWM
924
Focused Wealth Management
New York
$147K -$66.9K -405 -32%
AF
925
Arrow Financial
New York
$146K +$12.4K +75 +10%
35 36
37
38 39