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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
1026
John W. Brooker & Co
California
$184K – – –
SFFS
1027
Stonehage Fleming Financial Services
Jersey
$172K +$182K +819 New
AF
1028
Arrow Financial
New York
$170K -$7.79K -35 -4%
SFSIG
1029
San Francisco Sentry Investment Group
California
$163K – – –
RA
1030
Rational Advisors
New York
$158K +$165K +740 +7,400%
BCP
1031
Blue Chip Partners
Michigan
$155K +$48.1K +216 +42%
TWA
1032
TCI Wealth Advisors
Arizona
$153K – – –
PFBT
1033
Parkside Financial Bank & Trust
Missouri
$148K -$52.8K -237 -25%
BWM
1034
Baystate Wealth Management
Massachusetts
$148K +$891 +4 +0.6%
SNT
1035
Security National Trust
West Virginia
$147K -$11.1K -50 -7%
GCM
1036
Gables Capital Management
Florida
$147K – – –
CAM
1037
CenterStar Asset Management
Illinois
$146K – – –
CIA
1038
CSat Investment Advisory
Michigan
$145K -$754K -3,388 -83%
MCA
1039
Mercer Capital Advisers
New Jersey
$136K – – –
CFO
1040
CVA Family Office
Colorado
$136K +$32.3K +145 +29%
RFA
1041
Reilly Financial Advisors
California
$135K -$20.5K -92 -13%
ST
1042
Smithfield Trust
Pennsylvania
$134K +$7.57K +34 +6%
TFS
1043
TrustCore Financial Services
Tennessee
$133K +$223 +1 +0.2%
OC
1044
Oakworth Capital
Alabama
$130K +$4.9K +22 +4%
GI
1045
Gradient Investments
Minnesota
$126K – – –
HFS
1046
Hantz Financial Services
Michigan
$126K +$1.11K +5 +0.8%
CFFP
1047
Center for Financial Planning
Michigan
$120K – – –
TPWA
1048
TRUE Private Wealth Advisors
Oregon
$119K +$2K +9 +2%
FHA
1049
First Horizon Advisors
Tennessee
$116K -$230K -1,034 -65%
FWM
1050
Focused Wealth Management
New York
$116K – – –
40 41
42
43 44