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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1026
TrustCore Financial Services
Tennessee
$139K +$6.59K +33 +6%
ST
1027
Smithfield Trust
Pennsylvania
$133K +$17K +85 +16%
GI
1028
Gradient Investments
Minnesota
$132K +$118K +593 +8,471%
OC
1029
Oakworth Capital
Alabama
$131K – – –
HFS
1030
Hantz Financial Services
Michigan
$130K -$15.8K -79 -12%
MCM
1031
Manchester Capital Management
Vermont
$130K – – –
CFFP
1032
Center for Financial Planning
Michigan
$126K – – –
ATC
1033
Adirondack Trust Company
New York
$124K – – –
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$122K +$3.4K +17 +3%
FWM
1035
Focused Wealth Management
New York
$121K -$59.9K -300 -35%
TPCW
1036
TD Private Client Wealth
New York
$119K -$7.79K -39 -7%
GRP
1037
Global Retirement Partners
California
$116K +$400 +2 +0.4%
RE
1038
RBC Europe
United Kingdom
$114K – – –
AWM
1039
Avior Wealth Management
Nebraska
$114K +$7.19K +36 +7%
BCP
1040
Blue Chip Partners
Michigan
$114K +$104K +519 New
AA
1041
Ancora Advisors
Ohio
$112K +$2K +10 +2%
CAL
1042
Capital Analysts LLC
Pennsylvania
$111K – – –
CFO
1043
CVA Family Office
Colorado
$110K – – –
PGAM
1044
Princeton Global Asset Management
New Jersey
$109K – – –
GG
1045
Gleason Group
Kentucky
$105K +$400 +2 +0.4%
LS
1046
Leelyn Smith
Illinois
$100K -$2.22M -11,100 -96%
BC
1047
Bartlett & Co
Ohio
$99K -$36K -180 -29%
TF
1048
Tompkins Financial
New York
$99K – – –
BCWM
1049
Bartlett & Co Wealth Management
Ohio
$98.7K -$36K -180 -29%
LC
1050
Lindbrook Capital
California
$92K +$7.39K +37 +10%
40 41
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