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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
901
Insight Wealth Strategies
California
$280K +$14K +63 +5%
PFA
902
Pure Financial Advisors
California
$280K +$296K +1,330 New
CL
903
CPWM LLC
Washington
$279K -$2K -9 -0.7%
EB
904
Eastern Bank
Massachusetts
$278K -$1.11K -5 -0.4%
WOC
905
West Oak Capital
California
$278K – – –
CG
906
Cutler Group
California
$277K -$336K -1,507 -53%
BP
907
Ballentine Partners
Massachusetts
$277K -$270K -1,214 -48%
AWM
908
Aberdeen Wealth Management
Illinois
$276K -$20.5K -92 -7%
NSB
909
Norway Savings Bank
Maine
$276K – – –
CIA
910
Choate Investment Advisors
Massachusetts
$275K – – –
AA
911
ALPS Advisors
Colorado
$271K +$59.5K +267 +26%
CA
912
Callahan Advisors
Texas
$269K +$223 +1 +0.1%
PP
913
Palladium Partners
Virginia
$267K – – –
AW
914
ACG Wealth
Georgia
$266K – – –
FCH
915
Freestone Capital Holdings
Washington
$265K -$18.3K -82 -6%
ABC
916
Associated Banc-Corp
Wisconsin
$265K -$5.34K -24 -2%
SAM
917
Silvercrest Asset Management
New York
$264K +$280K +1,257 New
PFM
918
Parsec Financial Management
North Carolina
$263K +$31.2K +140 +13%
CCP
919
Corient Capital Partners
California
$261K -$4.23K -19 -2%
EFS
920
Essex Financial Services
Connecticut
$261K +$24.1K +108 +10%
RP
921
Rice Partnership
Hawaii
$260K -$5.57K -25 -2%
GIM
922
Goelzer Investment Management
Indiana
$260K – – –
TIA
923
Tiemann Investment Advisors
California
$259K -$44.3K -199 -14%
AL
924
Aspiriant LLC
California
$259K -$891 -4 -0.3%
EGA
925
Eagle Global Advisors
Texas
$258K – – –
35 36
37
38 39