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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
API
951
Asset Planning Inc
California
$24.7K – – –
BC
952
Barrett & Company
Rhode Island
$24.7K – – –
ETS
953
ESL Trust Services
New York
$24.7K – – –
GCM
954
Gables Capital Management
Florida
$24.7K – – –
GA
955
GoalVest Advisory
New York
$24.7K – – –
CFFP
956
Center for Financial Planning
Michigan
$24.7K +$24.8K +200 New
OWP
957
ORG Wealth Partners
Texas
$24K -$130K -1,046 -84%
RF
958
Rossby Financial
Florida
$23.9K +$496 +4 +2%
SWM
959
Spire Wealth Management
Virginia
$23.1K -$3.97K -32 -15%
ECM
960
Estabrook Capital Management
New York
$22.8K – – –
GBT
961
Grove Bank & Trust
Florida
$22.3K -$745 -6 -3%
BCM
962
Blume Capital Management
California
$21.6K – – –
AW
963
Avion Wealth
Texas
$21K +$1.61K +13 +8%
RPA
964
Redwood Park Advisors
California
$20.1K +$124 +1 +0.6%
CAL
965
Capital Advisors Ltd
Ohio
$20K +$11.8K +95 +146%
SIS
966
Sound Income Strategies
Florida
$19.1K +$13.9K +112 +238%
C
967
Covestor
United Kingdom
$19K -$1.36K -11 -7%
IBOK
968
Independence Bank of Kentucky
Kentucky
$18.5K – – –
GFWA
969
Grey Fox Wealth Advisors
Delaware
$18.5K +$18.6K +150 New
RA
970
Ransom Advisory
Rhode Island
$17.3K – – –
GKIM
971
GW&K Investment Management
Massachusetts
$17K +$6.45K +52 +62%
PFA
972
Pathway Financial Advisers
Indiana
$16.7K +$16.9K +136 New
PWA
973
Physician Wealth Advisors
Utah
$16.4K +$11.8K +95 +250%
CTA
974
Colonial Trust Advisors
South Carolina
$16.2K +$6.83K +55 +72%
HWM
975
Hemington Wealth Management
Virginia
$16K +$1.86K +15 +13%
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