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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
926
Measured Wealth Private Client Group
New Hampshire
$12.7K -$42.1K -388 -75%
IBOK
927
Independence Bank of Kentucky
Kentucky
$12.6K -$2.71K -25 -17%
MWA
928
Miller Wealth Advisors
Colorado
$12.6K – – –
CTA
929
Colonial Trust Advisors
South Carolina
$12.4K -$869 -8 -6%
TFIPS
930
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.1K – – –
SAG
931
SageView Advisory Group
California
$11.9K +$12.8K +118 New
EW
932
Elyxium Wealth
California
$11.4K +$12.3K +113 New
JWA
933
JFS Wealth Advisors
Pennsylvania
$11.4K +$434 +4 +4%
CSPIA
934
Cary Street Partners Investment Advisory
Virginia
$11.4K +$12.3K +113 New
BWM
935
Bernard Wealth Management
Michigan
$11.1K – – –
AF
936
Align Financial
Minnesota
$11K +$1.19M +10,990 New
EWP
937
Elevation Wealth Partners
California
$10.9K +$1.85K +17 +19%
CFD
938
Creative Financial Designs
Indiana
$10.6K +$5.86K +54 +106%
STB
939
S&T Bank
Pennsylvania
$10.5K +$9.34K +86 +478%
PIS
940
POM Investment Strategies
North Carolina
$10.5K +$11.3K +104 New
TAM
941
Tucker Asset Management
Colorado
$10.5K +$11.3K +104 New
ADL
942
Asset Dedication LLC
California
$10.2K – – –
MCA
943
McGuire Capital Advisors
Oklahoma
$10.2K +$11K +101 New
CT
944
Coastline Trust
Rhode Island
$10.1K -$39.3K -362 -78%
FDW
945
Fourth Dimension Wealth
Ohio
$10.1K – – –
GJIA
946
Glass Jacobson Investment Advisors
Maryland
$10.1K – – –
IW
947
Imprint Wealth
South Carolina
$10.1K – – –
SA
948
SRH Advisors
Kansas
$10.1K – – –
OCM
949
Osbon Capital Management
Massachusetts
$10.1K +$10.9K +100 New
GKIM
950
GW&K Investment Management
Massachusetts
$10K -$3.58K -33 -24%
36 37
38
39 40