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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
951
Intelligent Financial Strategies
Minnesota
$30.8K – – –
SAM
952
Sherman Asset Management
California
$30.3K – – –
KHC
953
Koesten Hirschmann & Crabtree
Kansas
$30K – – –
BTD
954
BankPlus Trust Department
Mississippi
$29.4K – – –
RTC
955
Riverview Trust Company
Washington
$28.9K -$4.94K -37 -13%
DWM
956
Darwin Wealth Management
Florida
$28.9K -$6.8K -51 -18%
DAM
957
Delta Asset Management
Tennessee
$28.1K – – –
CAL
958
Capital Analysts LLC
Pennsylvania
$28K -$20.5K -154 -40%
NC
959
NewSquare Capital
Pennsylvania
$27.3K +$25.7K +193 +568%
CTWM
960
Cherry Tree Wealth Management
Minnesota
$26.8K – – –
HHGA
961
Halbert Hargrove Global Advisors
California
$26.4K -$133 -1 -0.5%
BC
962
Broadwater Capital
Massachusetts
$26.4K +$3.49M +26,195 +11,907%
SWM
963
Spire Wealth Management
Virginia
$26.4K -$87.1K -653 -75%
ANBT
964
American National Bank & Trust
Texas
$26.1K +$11.9K +89 +70%
TIM
965
Total Investment Management
Arizona
$25.1K +$27.9K +209 New
GCM
966
Gables Capital Management
Florida
$24K -$66.7K -500 -71%
GA
967
GoalVest Advisory
New York
$24K -$133 -1 -0.5%
API
968
Asset Planning Inc
California
$24K – – –
BC
969
Barrett & Company
Rhode Island
$24K – – –
ETS
970
ESL Trust Services
New York
$24K – – –
NFSG
971
Newbridge Financial Services Group
Florida
$24K +$22.7K +170 +567%
HFM
972
Hartford Financial Management
Connecticut
$23.5K -$2.4K -18 -8%
MEG
973
Millstone Evans Group
Colorado
$22.9K – – –
RF
974
Rossby Financial
Florida
$22.9K +$25.5K +191 New
GBT
975
Grove Bank & Trust
Florida
$22.5K +$800 +6 +3%
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