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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
901
Farmers Trust Company
Ohio
$212K -$19.9K -133 -9%
IGWM
902
ICA Group Wealth Management
Colorado
$210K +$199K +1,330 New
CAMG
903
CWA Asset Management Group
Florida
$210K +$199K +1,325 New
VDI
904
Vaughan David Investments
Illinois
$209K +$198K +1,320 New
TFM
905
TFC Financial Management
Massachusetts
$209K – – –
AOWM
906
Alpha Omega Wealth Management
Virginia
$209K +$198K +1,318 New
ETIA
907
Epic Trust Investment Advisors
Washington
$208K +$197K +1,315 New
WP
908
WealthSpring Partners
California
$208K +$197K +1,314 New
OHWA
909
Oak Hill Wealth Advisors
Virginia
$208K +$197K +1,313 New
NFC
910
Northeast Financial Consultants
Connecticut
$208K +$197K +1,312 New
EFL
911
ERn Financial LLC
Wisconsin
$207K +$196K +1,310 New
MBT
912
Montecito Bank & Trust
California
$207K +$196K +1,310 New
LWM
913
Liberty Wealth Management
California
$207K +$196K +1,307 New
XF
914
XML Financial
Maryland
$207K +$196K +1,305 New
AL
915
Aspiriant LLC
California
$206K +$196K +1,305 New
WFA
916
Websterrogers Financial Advisors
South Carolina
$206K -$86.7K -578 -31%
AT
917
Arden Trust
Delaware
$206K +$195K +1,300 New
KWS
918
Keystone Wealth Services
California
$206K +$195K +1,300 New
BFC
919
Bedel Financial Consulting
Indiana
$206K -$158K -1,054 -45%
AMIM
920
Aull & Monroe Investment Management
Alabama
$206K +$195K +1,300 New
WMA
921
West Michigan Advisors
Michigan
$204K +$194K +1,292 New
DWM
922
Dakota Wealth Management
Florida
$204K -$26.2K -175 -12%
PPP
923
Private Portfolio Partners
New Jersey
$203K +$193K +1,286 New
OIA
924
OneDigital Investment Advisors
Kansas
$203K +$193K +1,285 New
FFN
925
Focus Financial Network
Minnesota
$202K -$29.1K -194 -13%
35 36
37
38 39