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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
926
Continuum Advisory
Idaho
$10.8K +$10.8K +113 New
AF
927
Align Financial
Minnesota
$10.2K – – –
HDIM
928
Hanson & Doremus Investment Management
Vermont
$10K – – –
NAMP
929
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.55K +$9.6K +100 New
BWM
930
Bernard Wealth Management
Michigan
$9.54K -$960 -10 -9%
CT
931
Coastline Trust
Rhode Island
$9.54K – – –
FHC
932
First Horizon Corporation
Tennessee
$9.54K – – –
GJIA
933
Glass Jacobson Investment Advisors
Maryland
$9.54K – – –
IW
934
Imprint Wealth
South Carolina
$9.54K – – –
OCM
935
Osbon Capital Management
Massachusetts
$9.54K – – –
SA
936
SRH Advisors
Kansas
$9.54K – – –
AF
937
Abound Financial
California
$9.54K +$9.6K +100 New
ATC
938
Advantage Trust Company
Kansas
$9.54K +$9.6K +100 New
SC
939
Stance Capital
Massachusetts
$9.54K +$9.6K +100 New
CIA
940
Cape Investment Advisory
Georgia
$9.44K +$9.5K +99 New
HIA
941
Harbor Investment Advisory
Maryland
$9.07K – – –
BWS
942
Buck Wealth Strategies
Colorado
$9.07K +$9.12K +95 New
TPCW
943
TD Private Client Wealth
New York
$8.51K -$15.7K -164 -65%
MCM
944
Manchester Capital Management
Vermont
$8.49K +$3.26K +34 +62%
CIS
945
Custom Index Systems
New York
$8.49K +$8.54K +89 New
RWM
946
Rialto Wealth Management
New York
$7.73K -$384 -4 -5%
PK
947
Pflug Koory
Nebraska
$7.63K +$2.88K +30 +60%
PWPS
948
Pinnacle Wealth Planning Services
Ohio
$7.25K -$18.2K -190 -71%
AA
949
Addison Advisors
Vermont
$7.16K -$120K -1,253 -94%
DSC
950
Duncker Streett & Co
Missouri
$7.16K +$7.2K +75 New
36 37
38
39 40