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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Congress Asset Management
Massachusetts
$301K +$18.4K +89 +6%
GIA
902
Gateway Investment Advisers
Ohio
$299K -$19K -92 -6%
NIA
903
Northstar Investment Advisors
Colorado
$298K – – –
FMWA
904
Forvis Mazars Wealth Advisors
Missouri
$298K +$68.3K +330 +29%
FCH
905
Freestone Capital Holdings
Washington
$297K +$43.5K +210 +17%
FEM
906
Fulcrum Equity Management
Texas
$297K -$1.62M -7,807 -84%
RC
907
RegentAtlantic Capital
New Jersey
$296K +$20.3K +98 +7%
GEM
908
Global Endowment Management
North Carolina
$295K -$16.6K -80 -5%
CAG
909
Csenge Advisory Group
Florida
$295K -$7.66K -37 -2%
WI
910
Wedgewood Investors
Pennsylvania
$295K – – –
SXL
911
Summit X LLC
Missouri
$295K +$305K +1,475 New
CRI
912
Colonial River Investments
Virginia
$295K +$326K +1,576 New
RM
913
Resource Management
Louisiana
$294K – – –
CIM
914
CIM Investment Management
Pennsylvania
$293K -$21.1K -102 -7%
ECM
915
Everence Capital Management
Indiana
$293K +$300K +1,450 New
WP
916
WealthPLAN Partners
Nebraska
$291K -$207 -1 -0.1%
SP
917
Successful Portfolios
Florida
$291K – – –
WSC
918
Wellington Shields & Co
New York
$291K – – –
WANY
919
Wealthspire Advisors (New York)
New York
$290K +$85.7K +414 +41%
AWA
920
AmeriServ Wealth Advisors
Pennsylvania
$290K +$297K +1,434 New
AP
921
Advisors Preferred
Maryland
$289K -$61.3K -296 -17%
AIM
922
Anchor Investment Management
South Carolina
$288K – – –
JSL
923
JT Stratford LLC
Georgia
$288K +$49.2K +238 +20%
DMC
924
Drexel Morgan & Co
Pennsylvania
$286K – – –
GW
925
GW & Wade
Massachusetts
$285K +$61.3K +296 +26%
35 36
37
38 39