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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1001
Cornerstone Financial Management
Massachusetts
$1.62K +$672 +7 +70%
CCMI
1002
Creative Capital Management Investments
California
$1.62K +$1.63K +17 New
DIP
1003
DT Investment Partners
Pennsylvania
$1.43K -$5.28K -55 -79%
BHWM
1004
Bay Harbor Wealth Management
Maryland
$1.43K -$288 -3 -17%
HWA
1005
Heritage Wealth Advisors
Virginia
$1.43K – – –
VERPA
1006
Virginia Estate & Retirement Planning Advisors
Virginia
$1.43K – – –
PPC
1007
Park Place Capital
Alabama
$1.34K – – –
CIAM
1008
Caitong International Asset Management
Hong Kong
$1.34K +$1.34K +14 New
CJ
1009
Caitlin John
Michigan
$1.3K -$29.1K -303 -96%
AFC
1010
Ares Financial Consulting
California
$1.15K -$3.36K -35 -74%
MEG
1011
Millstone Evans Group
Colorado
$1.05K – – –
WCM
1012
Winthrop Capital Management
Indiana
$1K +$960 +10 New
SIC
1013
SJS Investment Consulting
Ohio
$965 -$288 -3 -23%
SC
1014
SouthState Corp
Florida
$955 -$1.92K -20 -67%
BFS
1015
Bare Financial Services
Pennsylvania
$954 -$768 -8 -44%
TCM
1016
TD Capital Management
Tennessee
$954 – – –
AWM
1017
Activest Wealth Management
Florida
$859 -$5.86K -61 -87%
MS
1018
Monetary Solutions
Ohio
$859 – – –
SC
1019
Swan Capital
Florida
$859 – – –
BL
1020
BFSG LLC
California
$764 – – –
S
1021
Sachetta
Massachusetts
$669 -$4.32K -45 -87%
HIA
1022
HFM Investment Advisors
New Jersey
$669 +$192 +2 +40%
CWP
1023
Concord Wealth Partners
Virginia
$668 +$672 +7 New
CT
1024
Colonial Trust
South Carolina
$573 -$4.42K -46 -88%
FMP
1025
Financial Management Professionals
Texas
$573 – – –
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42 43