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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
901
GoalVest Advisory
New York
$20.2K – – –
WETS
902
Wealth Enhancement Trust Services
South Dakota
$20.2K +$21.7K +200 New
JWM
903
Jessup Wealth Management
Ohio
$19.8K +$21.3K +196 New
SWM
904
Spire Wealth Management
Virginia
$19.6K +$651 +6 +3%
NAAA
905
New Age Alpha Advisors
New York
$18.8K +$20.2K +186 New
ECM
906
Estabrook Capital Management
New York
$18.7K – – –
MB
907
MidFirst Bank
Oklahoma
$17.8K +$19.2K +177 New
BW
908
Basepoint Wealth
Iowa
$17.8K +$19.1K +176 New
BCM
909
Blume Capital Management
California
$17.6K – – –
PAI
910
Pittenger & Anderson Inc
Nebraska
$17.4K +$16.3K +150 +652%
RFP
911
Root Financial Partners
California
$17.4K -$6.73K -62 -26%
C
912
Covestor
United Kingdom
$17K +$651 +6 +4%
DAM
913
Delta Asset Management
Tennessee
$16.6K -$7.49K -69 -29%
RPA
914
Redwood Park Advisors
California
$16.5K – – –
BOJHT
915
Bank of Jackson Hole Trust
Wyoming
$16.3K +$10.1K +93 +135%
ZBNA
916
Zions Bancorporation, National Association
Utah
$15.7K -$30.6K -282 -64%
CW
917
CrossGen Wealth
North Carolina
$15.5K +$16.7K +154 New
OWP
918
ORG Wealth Partners
Texas
$15.4K -$4.56K -42 -22%
CBT
919
Crews Bank & Trust
Florida
$15.1K -$112K -1,029 -87%
QL
920
Quarry LP
New York
$14.2K +$15.3K +141 New
RA
921
Ransom Advisory
Rhode Island
$14.1K – – –
IAS
922
IMA Advisory Services
Colorado
$13.1K -$43.1K -397 -75%
ANBT
923
American National Bank & Trust
Texas
$12.9K -$9.66K -89 -41%
RWS
924
Retirement Wealth Solutions
Wisconsin
$12.8K – – –
GAM
925
Generali Asset Management
Italy
$12.7K -$1.09M -10,025 -99%
35 36
37
38 39