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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
901
Bar Harbor Wealth Management
New Hampshire
$215K -$103K -600 -32%
AMIM
902
Aull & Monroe Investment Management
Alabama
$215K – – –
PG
903
Pendal Group
Australia
$214K -$127K -735 -36%
AFP
904
Ausdal Financial Partners
Iowa
$214K +$19.1K +111 +9%
SA
905
swisspartners Advisors
Switzerland
$214K +$222K +1,290 New
NIM
906
NuWave Investment Management
New Jersey
$212K -$121K -703 -35%
MCM
907
Maryland Capital Management
Maryland
$211K -$7.92K -46 -3%
VCM
908
Violich Capital Management
California
$210K – – –
WSCM
909
Wellington Shields Capital Management
New York
$210K – – –
CBN
910
Cadence Bank NA
Texas
$210K +$13.3K +77 +6%
VWA
911
V Wealth Advisors
Kansas
$210K +$218K +1,268 New
AIM
912
Anchor Investment Management
South Carolina
$209K -$29.6K -172 -12%
SC
913
Savant Capital
Illinois
$208K -$4.99K -29 -2%
CA
914
Callahan Advisors
Texas
$208K +$5.51K +32 +3%
NERM
915
New England Research & Management
Illinois
$207K – – –
WCA
916
Waratah Capital Advisors
Ontario, Canada
$207K +$215K +1,250 New
MA
917
MONECO Advisors
Connecticut
$206K +$14.5K +84 +7%
LFA
918
Legacy Financial Advisors
Kentucky
$204K +$11.2K +65 +6%
RZH
919
Relyea Zuckerberg Hanson
Connecticut
$204K +$15.5K +90 +8%
FMC
920
First Merchants Corp
Indiana
$203K -$8.61K -50 -4%
AL
921
Aspiriant LLC
California
$203K +$344 +2 +0.2%
NWM
922
Nicola Wealth Management
British Columbia, Canada
$203K +$211K +1,225 New
MA
923
Montag & Associates
Georgia
$202K – – –
TF
924
Trek Financial
Arizona
$201K -$146K -846 -41%
HB
925
Homrich & Berg
Georgia
$201K -$689 -4 -0.3%
35 36
37
38 39