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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
926
QCI Asset Management
New York
$135K – – –
TWA
927
TCI Wealth Advisors
Arizona
$133K +$2.81K +17 +2%
SNT
928
Security National Trust
West Virginia
$130K – – –
VFA
929
Valeo Financial Advisors
Indiana
$128K -$50.7K -307 -31%
PFBT
930
Parkside Financial Bank & Trust
Missouri
$123K +$1.16K +7 +1%
GCM
931
Gables Capital Management
Florida
$122K – – –
MAM
932
Meeder Asset Management
Ohio
$122K +$8.43K +51 +8%
BWM
933
Baystate Wealth Management
Massachusetts
$121K -$6.94K -42 -6%
HFS
934
Hantz Financial Services
Michigan
$116K +$111K +672 New
PCM
935
Penserra Capital Management
California
$113K -$14.7K -89 -14%
MCA
936
Mercer Capital Advisers
New Jersey
$112K – – –
BCWM
937
Bartlett & Co Wealth Management
Ohio
$109K -$28.4K -172 -21%
BC
938
Bartlett & Co
Ohio
$109K +$104K +630 New
TFS
939
TrustCore Financial Services
Tennessee
$104K +$16.5K +100 +20%
OC
940
Oakworth Capital
Alabama
$103K -$23.1K -140 -19%
MCM
941
Manchester Capital Management
Vermont
$103K – – –
TPCW
942
TD Private Client Wealth
New York
$101K +$1.65K +10 +2%
WG
943
Welch Group
Alabama
$100K +$95.8K +580 New
CFFP
944
Center for Financial Planning
Michigan
$99K – – –
EWM
945
EPG Wealth Management
Georgia
$93K +$88.6K +536 New
TPWA
946
TRUE Private Wealth Advisors
Oregon
$93K +$89.4K +541 New
SFSIG
947
San Francisco Sentry Investment Group
California
$92K +$9.42K +57 +12%
ATC
948
Adirondack Trust Company
New York
$91K – – –
ST
949
Smithfield Trust
Pennsylvania
$91K +$3.8K +23 +5%
GRP
950
Global Retirement Partners
California
$91K +$24.8K +150 +40%
36 37
38
39 40