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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1026
Capital Analysts LLC
Pennsylvania
$137K +$38.9K +202 +40%
GCM
1027
Gables Capital Management
Florida
$135K – – –
AWM
1028
Accel Wealth Management
Iowa
$134K +$385 +2 +0.3%
1IA
1029
1834 Investment Advisors
Wisconsin
$132K +$19.3K +100 +17%
RFA
1030
Reilly Financial Advisors
California
$131K +$7.51K +39 +6%
SNT
1031
Security National Trust
West Virginia
$130K – – –
ST
1032
Smithfield Trust
Pennsylvania
$127K – – –
CFO
1033
CVA Family Office
Colorado
$127K +$2.89K +15 +2%
MCA
1034
Mercer Capital Advisers
New Jersey
$125K – – –
TFS
1035
TrustCore Financial Services
Tennessee
$122K – – –
DWP
1036
Destiny Wealth Partners
Florida
$121K -$233K -1,209 -66%
CG
1037
Cutler Group
California
$121K +$5.78K +30 +5%
ATC
1038
Adirondack Trust Company
New York
$121K +$14.4K +75 +14%
OC
1039
Oakworth Capital
Alabama
$119K – – –
GI
1040
Gradient Investments
Minnesota
$116K – – –
EAM
1041
Erste Asset Management
Austria
$114K +$96.2K +500 +556%
AWM
1042
Atticus Wealth Management
Florida
$108K +$57.7K +300 +116%
FWM
1043
Focused Wealth Management
New York
$106K – – –
LC
1044
Lindbrook Capital
California
$103K +$23.3K +121 +29%
TPCW
1045
TD Private Client Wealth
New York
$102K -$13.1K -68 -11%
CFFP
1046
Center for Financial Planning
Michigan
$101K – – –
BCA
1047
Berman Capital Advisors
Georgia
$101K +$24.4K +127 +32%
PSB
1048
Piscataqua Savings Bank
New Hampshire
$101K +$101K +525 New
GAM
1049
Grandview Asset Management
Pennsylvania
$100K -$688K -3,572 -87%
FHA
1050
First Horizon Advisors
Tennessee
$99K -$770 -4 -0.8%
40 41
42
43 44