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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
901
Central Valley Advisors
California
$221K +$164 +1 +0.1%
SFI
902
Siemens Fonds Invest
Germany
$221K +$11.6K +71 +5%
SIG
903
Stonegate Investment Group
Alabama
$220K +$1.96K +12 +0.9%
ACA
904
Affinity Capital Advisors
California
$220K +$327 +2 +0.1%
GFG
905
Goldstone Financial Group
Illinois
$219K +$2.78K +17 +1%
NERM
906
New England Research & Management
Illinois
$219K +$4.09K +25 +2%
MMM
907
Mendel Money Management
Illinois
$219K -$14.7K -90 -6%
SVWAG
908
Sound View Wealth Advisors Group
Georgia
$218K +$12.6K +77 +6%
WWP
909
WR Wealth Planners
Missouri
$218K +$7.36K +45 +3%
WPW
910
Waldron Private Wealth
Pennsylvania
$218K +$1.8K +11 +0.8%
WI
911
Wedgewood Investors
Pennsylvania
$215K – – –
PBO
912
Peoples Bank (Ohio)
Ohio
$215K – – –
TNBTD
913
Trustmark National Bank Trust Department
Mississippi
$215K +$217K +1,325 New
VDI
914
Vaughan David Investments
Illinois
$214K – – –
TPWA
915
TRUE Private Wealth Advisors
Oregon
$214K – – –
CWA
916
Carolina Wealth Advisors
South Carolina
$214K +$167K +1,020 +346%
NFC
917
Northeast Financial Consultants
Connecticut
$213K – – –
MBT
918
Montecito Bank & Trust
California
$213K – – –
AG
919
AlTi Global
New York
$212K +$213K +1,303 New
MG
920
Mather Group
Illinois
$211K -$20.1K -123 -9%
PCM
921
Parsons Capital Management
Rhode Island
$211K – – –
CCG
922
Cypress Capital Group
Florida
$210K -$246K -1,504 -54%
SP
923
Successful Portfolios
Florida
$210K – – –
CWS
924
Confluence Wealth Services
Pennsylvania
$209K -$85.6K -523 -29%
BWG
925
Boomfish Wealth Group
Georgia
$208K +$210K +1,283 New
35 36
37
38 39