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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1026
Reilly Financial Advisors
California
$131K +$7.51K +39 +6%
SNT
1027
Security National Trust
West Virginia
$130K – – –
ST
1028
Smithfield Trust
Pennsylvania
$127K – – –
CFO
1029
CVA Family Office
Colorado
$127K +$2.89K +15 +2%
MCA
1030
Mercer Capital Advisers
New Jersey
$125K – – –
TFS
1031
TrustCore Financial Services
Tennessee
$122K – – –
DWP
1032
Destiny Wealth Partners
Florida
$121K -$233K -1,209 -66%
CG
1033
Cutler Group
California
$121K +$5.78K +30 +5%
ATC
1034
Adirondack Trust Company
New York
$121K +$14.4K +75 +14%
OC
1035
Oakworth Capital
Alabama
$119K – – –
GI
1036
Gradient Investments
Minnesota
$116K – – –
EAM
1037
Erste Asset Management
Austria
$114K +$96.2K +500 +556%
AWM
1038
Atticus Wealth Management
Florida
$108K +$57.7K +300 +116%
FWM
1039
Focused Wealth Management
New York
$106K – – –
LC
1040
Lindbrook Capital
California
$103K +$23.3K +121 +29%
TPCW
1041
TD Private Client Wealth
New York
$102K -$13.1K -68 -11%
CFFP
1042
Center for Financial Planning
Michigan
$101K – – –
BCA
1043
Berman Capital Advisors
Georgia
$101K +$24.4K +127 +32%
PSB
1044
Piscataqua Savings Bank
New Hampshire
$101K +$101K +525 New
GAM
1045
Grandview Asset Management
Pennsylvania
$100K -$688K -3,572 -87%
FP
1046
Financial Perspectives
Minnesota
$100K +$3.69M +19,162 +15,208%
FHA
1047
First Horizon Advisors
Tennessee
$99K -$770 -4 -0.8%
FHC
1048
First Horizon Corporation
Tennessee
$98K +$32.5K +169 +50%
AWM
1049
Avior Wealth Management
Nebraska
$97K -$3.66K -19 -4%
WP
1050
WealthShield Partners
North Carolina
$97K +$97K +504 New
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