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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
951
Ameritas Advisory Services
Nebraska
$25.8K -$24K -193 -48%
VWWMG
952
Vermillion & White Wealth Management Group
Pennsylvania
$25K +$25.2K +203 New
API
953
Asset Planning Inc
California
$24.7K – – –
BC
954
Barrett & Company
Rhode Island
$24.7K – – –
ETS
955
ESL Trust Services
New York
$24.7K – – –
GCM
956
Gables Capital Management
Florida
$24.7K – – –
GA
957
GoalVest Advisory
New York
$24.7K – – –
CFFP
958
Center for Financial Planning
Michigan
$24.7K +$24.8K +200 New
OWP
959
ORG Wealth Partners
Texas
$24K -$130K -1,046 -84%
RF
960
Rossby Financial
Florida
$23.9K +$496 +4 +2%
SWM
961
Spire Wealth Management
Virginia
$23.1K -$3.97K -32 -15%
ECM
962
Estabrook Capital Management
New York
$22.8K – – –
GBT
963
Grove Bank & Trust
Florida
$22.3K -$745 -6 -3%
BCM
964
Blume Capital Management
California
$21.6K – – –
AW
965
Avion Wealth
Texas
$21K +$1.61K +13 +8%
RPA
966
Redwood Park Advisors
California
$20.1K +$124 +1 +0.6%
CAL
967
Capital Advisors Ltd
Ohio
$20K +$11.8K +95 +146%
SIS
968
Sound Income Strategies
Florida
$19.1K +$13.9K +112 +238%
C
969
Covestor
United Kingdom
$19K -$1.36K -11 -7%
IBOK
970
Independence Bank of Kentucky
Kentucky
$18.5K – – –
GFWA
971
Grey Fox Wealth Advisors
Delaware
$18.5K +$18.6K +150 New
RA
972
Ransom Advisory
Rhode Island
$17.3K – – –
GKIM
973
GW&K Investment Management
Massachusetts
$17K +$6.45K +52 +62%
PFA
974
Pathway Financial Advisers
Indiana
$16.7K +$16.9K +136 New
PWA
975
Physician Wealth Advisors
Utah
$16.4K +$11.8K +95 +250%
37 38
39
40 41