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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1001
Westside Investment Management
California
$2.48K -$384 -4 -13%
SNBOSCI
1002
Security National Bank of Sioux City Iowa
Iowa
$2.39K +$2.4K +25 New
SHIM
1003
Stone House Investment Management
Pennsylvania
$2.39K +$2.4K +25 New
RWM
1004
Raffa Wealth Management
District of Columbia
$2.29K +$96 +1 +4%
BWA
1005
Basecamp Wealth Advisors
Washington
$2.19K +$480 +5 +28%
SWP
1006
Strategic Wealth Partners
Ohio
$2.1K – – –
FC
1007
Financial Consulate
Maryland
$2K +$960 +10 +91%
FB
1008
First Bancorp
Maine
$2K +$2.02K +21 New
HNW
1009
High Note Wealth
Minnesota
$1.91K +$1.92K +20 New
WAS
1010
Winch Advisory Services
Wisconsin
$1.65K – – –
DWA
1011
Delos Wealth Advisors
Texas
$1.62K – – –
DPW
1012
DiNuzzo Private Wealth
Pennsylvania
$1.62K +$288 +3 +21%
CFM
1013
Cornerstone Financial Management
Massachusetts
$1.62K +$672 +7 +70%
CCMI
1014
Creative Capital Management Investments
California
$1.62K +$1.63K +17 New
SVCP
1015
Silicon Valley Capital Partners
California
$1.47K – – –
DIP
1016
DT Investment Partners
Pennsylvania
$1.43K -$5.28K -55 -79%
BHWM
1017
Bay Harbor Wealth Management
Maryland
$1.43K -$288 -3 -17%
HWA
1018
Heritage Wealth Advisors
Virginia
$1.43K – – –
VERPA
1019
Virginia Estate & Retirement Planning Advisors
Virginia
$1.43K – – –
PPC
1020
Park Place Capital
Alabama
$1.34K – – –
CIAM
1021
Caitong International Asset Management
Hong Kong
$1.34K +$1.34K +14 New
CJ
1022
Caitlin John
Michigan
$1.3K -$29.1K -303 -96%
AFC
1023
Ares Financial Consulting
California
$1.15K -$3.36K -35 -74%
MEG
1024
Millstone Evans Group
Colorado
$1.05K – – –
WCM
1025
Winthrop Capital Management
Indiana
$1K +$960 +10 New
39 40
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