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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1001
Accel Wealth Management
Iowa
$125K +$548 +3 +0.4%
TFS
1002
TrustCore Financial Services
Tennessee
$123K +$9.31K +51 +8%
SNT
1003
Security National Trust
West Virginia
$120K – – –
CFO
1004
CVA Family Office
Colorado
$120K +$913 +5 +0.8%
ST
1005
Smithfield Trust
Pennsylvania
$119K – – –
MCA
1006
Mercer Capital Advisers
New Jersey
$117K – – –
ATC
1007
Adirondack Trust Company
New York
$112K – – –
CG
1008
Cutler Group
California
$112K – – –
RFA
1009
Reilly Financial Advisors
California
$110K -$12K -66 -10%
GI
1010
Gradient Investments
Minnesota
$108K – – –
OC
1011
Oakworth Capital
Alabama
$107K -$4.02K -22 -4%
1IA
1012
1834 Investment Advisors
Wisconsin
$99K -$24.6K -135 -20%
FWM
1013
Focused Wealth Management
New York
$99K – – –
GRP
1014
Global Retirement Partners
California
$98K -$34K -186 -26%
AIC
1015
Archer Investment Corporation
Indiana
$97.2K +$76.5K +419 +346%
TPCW
1016
TD Private Client Wealth
New York
$96.4K +$1.09K +6 +1%
SWA
1017
SOA Wealth Advisors
New York
$95K +$15.9K +87 +20%
CFFP
1018
Center for Financial Planning
Michigan
$94K – – –
PSB
1019
Piscataqua Savings Bank
New Hampshire
$94K – – –
BCA
1020
Berman Capital Advisors
Georgia
$93K -$1.46K -8 -2%
JFGIW
1021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K +$20.4K +112 +28%
FHA
1022
First Horizon Advisors
Tennessee
$92K – – –
WP
1023
WealthShield Partners
North Carolina
$91K – – –
PGAM
1024
Princeton Global Asset Management
New Jersey
$90K – – –
AWM
1025
Avior Wealth Management
Nebraska
$90K +$183 +1 +0.2%
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