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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
901
Root Financial Partners
California
$33K +$16.4K +145 +84%
MPG
902
My Portfolio Guide
California
$32.9K +$36.1K +318 New
CJ
903
Caitlin John
Michigan
$32.8K +$5.67K +50 +19%
QWM
904
Quaker Wealth Management
New Jersey
$32.4K -$35.8K -316 -50%
MIM
905
MTM Investment Management
South Carolina
$32.3K – – –
MFT
906
Moisand Fitzgerald Tamayo
Florida
$31.4K – – –
BWL
907
Bogart Wealth LLC
Virginia
$29.4K +$453 +4 +1%
BCWM
908
Bartlett & Co Wealth Management
Ohio
$29.1K -$5.55K -49 -13%
HFM
909
Hartford Financial Management
Connecticut
$28.9K +$3.52K +31 +13%
DWM
910
Darwin Wealth Management
Florida
$28.7K -$2.04K -18 -6%
NFSG
911
Newbridge Financial Services Group
Florida
$28.5K – – –
PWPS
912
Pinnacle Wealth Planning Services
Ohio
$27.6K +$21.7K +191 +255%
TPCW
913
TD Private Client Wealth
New York
$26.2K +$227 +2 +0.8%
SAM
914
Sherman Asset Management
California
$26.1K – – –
BTC
915
Bank & Trust Company
Illinois
$24.9K – – –
PB
916
Prosperity Bancshares
Texas
$24.9K +$27.2K +240 New
CTB
917
Country Trust Bank
Illinois
$24.4K +$3.97K +35 +18%
CTWM
918
Cherry Tree Wealth Management
Minnesota
$23.1K – – –
NAAA
919
New Age Alpha Advisors
New York
$22.6K +$3.63K +32 +17%
RF
920
Rossby Financial
Florida
$21.4K – – –
CAL
921
Capital Analysts LLC
Pennsylvania
$21K -$3.85K -34 -14%
ECM
922
Estabrook Capital Management
New York
$20.8K +$1.81K +16 +9%
GBT
923
Grove Bank & Trust
Florida
$20.7K -$1.81K -16 -7%
ATC
924
Adirondack Trust Company
New York
$20.7K – – –
BC
925
Barrett & Company
Rhode Island
$20.7K – – –
35 36
37
38 39