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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
951
Bar Harbor Wealth Management
New Hampshire
$226K – – –
TVWM
952
Tower View Wealth Management
Wisconsin
$225K -$28.3K -170 -12%
RZH
953
Relyea Zuckerberg Hanson
Connecticut
$224K +$3.5K +21 +2%
MCM
954
Maryland Capital Management
Maryland
$222K – – –
WSCM
955
Wellington Shields Capital Management
New York
$221K – – –
BW
956
Bison Wealth
Georgia
$220K -$74.2K -445 -26%
WI
957
Wedgewood Investors
Pennsylvania
$220K -$16.7K -100 -7%
SIM
958
Sentry Investment Management
Wisconsin
$220K +$23.2K +139 +12%
LWM
959
Laidlaw Wealth Management
New York
$220K +$210K +1,260 New
CA
960
Callahan Advisors
Texas
$219K +$167 +1 +0.1%
VCM
961
Violich Capital Management
California
$218K -$3K -18 -1%
AL
962
Aspiriant LLC
California
$218K +$4.83K +29 +2%
BPWM
963
Badgley Phelps Wealth Managers
Washington
$216K -$114K -684 -36%
EFS
964
Essex Financial Services
Connecticut
$216K -$53.7K -322 -21%
CAM
965
Concorde Asset Management
Michigan
$216K -$43.3K -260 -17%
GAM
966
Gotham Asset Management
New York
$215K +$206K +1,235 New
TTWM
967
TCV Trust & Wealth Management
Virginia
$214K -$15K -90 -7%
FMC
968
First Merchants Corp
Indiana
$213K – – –
TCA
969
Transcend Capital Advisors
New Jersey
$211K +$202K +1,210 New
RMAM
970
Raab & Moskowitz Asset Management
New Jersey
$210K +$200K +1,201 New
WMA
971
West Michigan Advisors
Michigan
$210K +$201K +1,203 New
BCWM
972
Bartlett & Co Wealth Management
Ohio
$209K +$125K +750 +167%
BG
973
Bellevue Group
Switzerland
$209K -$133K -800 -40%
NERM
974
New England Research & Management
Illinois
$209K -$8.34K -50 -4%
BCFD
975
Boit C.F. David
$209K – – –
37 38
39
40 41