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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
901
swisspartners Advisors
Switzerland
$214K +$222K +1,290 New
NIM
902
NuWave Investment Management
New Jersey
$212K -$121K -703 -35%
MCM
903
Maryland Capital Management
Maryland
$211K -$7.92K -46 -3%
VCM
904
Violich Capital Management
California
$210K – – –
WSCM
905
Wellington Shields Capital Management
New York
$210K – – –
CBN
906
Cadence Bank NA
Texas
$210K +$13.3K +77 +6%
VWA
907
V Wealth Advisors
Kansas
$210K +$218K +1,268 New
AIM
908
Anchor Investment Management
South Carolina
$209K -$29.6K -172 -12%
SC
909
Savant Capital
Illinois
$208K -$4.99K -29 -2%
CA
910
Callahan Advisors
Texas
$208K +$5.51K +32 +3%
NERM
911
New England Research & Management
Illinois
$207K – – –
WCA
912
Waratah Capital Advisors
Ontario, Canada
$207K +$215K +1,250 New
MA
913
MONECO Advisors
Connecticut
$206K +$14.5K +84 +7%
LFA
914
Legacy Financial Advisors
Kentucky
$204K +$11.2K +65 +6%
RZH
915
Relyea Zuckerberg Hanson
Connecticut
$204K +$15.5K +90 +8%
FMC
916
First Merchants Corp
Indiana
$203K -$8.61K -50 -4%
AL
917
Aspiriant LLC
California
$203K +$344 +2 +0.2%
NWM
918
Nicola Wealth Management
British Columbia, Canada
$203K +$211K +1,225 New
MA
919
Montag & Associates
Georgia
$202K – – –
TF
920
Trek Financial
Arizona
$201K -$146K -846 -41%
HB
921
Homrich & Berg
Georgia
$201K -$689 -4 -0.3%
FHA
922
First Horizon Advisors
Tennessee
$198K +$117K +678 +131%
BCFD
923
Boit C.F. David
$197K – – –
CHA
924
Carmichael Hill & Associates
Maryland
$192K +$172 +1 +0.1%
SIM
925
Sentry Investment Management
Wisconsin
$186K -$15.3K -89 -7%
35 36
37
38 39