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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1001
Financial Avengers
California
$20K -$4.14K -27 -16%
SCA
1002
Stonebridge Capital Advisors
Minnesota
$19K – – –
SAM
1003
Strategic Asset Management
Minnesota
$19K – – –
CWM
1004
Curi Wealth Management
North Carolina
$19K +$306 +2 +1%
JWA
1005
JFS Wealth Advisors
Pennsylvania
$19K +$8.28K +54 +65%
AWM
1006
Atticus Wealth Management
Florida
$18K -$13K -85 -40%
TFO
1007
Tarbox Family Office
California
$18K -$12.4K -81 -38%
CWC
1008
Carolinas Wealth Consulting
North Carolina
$18K -$8.73K -57 -30%
CWA
1009
Clearview Wealth Advisors
Oregon
$18K +$153 +1 +0.8%
PFSC
1010
Peoples Financial Services Corp
Pennsylvania
$17K – – –
SA
1011
SRH Advisors
Kansas
$17K – – –
SWM
1012
Sugarloaf Wealth Management
Georgia
$17K – – –
HR
1013
Howe & Rusling
New York
$16K – – –
GWS
1014
Glassman Wealth Services
Virginia
$15K -$12.1K -79 -42%
HS
1015
Horan Securities
United States
$15K – – –
DHGWA
1016
Dixon Hughes Goodman Wealth Advisors
North Carolina
$15K +$2.45K +16 +17%
ETC
1017
Exchange Traded Concepts
Oklahoma
$14K -$2.15K -14 -13%
OSNBOA
1018
Old Second National Bank of Aurora
Illinois
$14K -$1.07K -7 -7%
BHWM
1019
Beaird Harris Wealth Management
Texas
$14K – – –
BWL
1020
Bogart Wealth LLC
Virginia
$14K – – –
HFM
1021
Hartford Financial Management
Connecticut
$14K – – –
KC
1022
Kenfarb & Co
Kentucky
$14K – – –
MCA
1023
Maryland Capital Advisors
Maryland
$14K – – –
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$14K +$1.53K +10 +11%
FP
1025
Financial Perspectives
Minnesota
$13.9K – – –
39 40
41
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