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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1026
First Horizon Corporation
Tennessee
$83K -$8.76K -48 -9%
BCWM
1027
Bartlett & Co Wealth Management
Ohio
$82K – – –
BC
1028
Bartlett & Co
Ohio
$82K – – –
CAL
1029
Capital Advisors Ltd
Ohio
$81K – – –
FA
1030
Fortis Advisors
Pennsylvania
$81K – – –
NR
1031
Newfound Research
Massachusetts
$81K +$11.1K +61 +16%
EW
1032
Evoke Wealth
California
$79K – – –
RTC
1033
Riverview Trust Company
Washington
$75K – – –
MIFH
1034
Migdal Insurance & Financial Holdings
Israel
$75K +$34K +186 +81%
RE
1035
RBC Europe
United Kingdom
$73.9K -$3.29K -18 -4%
TFO
1036
Tarbox Family Office
California
$73K – – –
SWM
1037
Selective Wealth Management
Virginia
$72K -$18.3K -100 -20%
CSPIA
1038
Cary Street Partners Investment Advisory
Virginia
$72K -$12.8K -70 -15%
FCM
1039
Firestone Capital Management
Florida
$72K – – –
FFC
1040
First Financial Corp
Indiana
$67K – – –
PB
1041
Pinnacle Bancorp
Nebraska
$67K – – –
ADL
1042
Asset Dedication LLC
California
$67K +$42.2K +231 +158%
EBSAM
1043
Eubel Brady & Suttman Asset Management
Ohio
$65K +$61.7K +338 New
HWA
1044
Heritage Wealth Advisors
Virginia
$64.8K – – –
CTB
1045
Country Trust Bank
Illinois
$63K – – –
DMBA
1046
Deseret Mutual Benefit Administrators
Utah
$61K +$62.2K +341 New
HIA
1047
Harbor Investment Advisory
Maryland
$59K +$2.56K +14 +4%
KFS
1048
Kelly Financial Services
Massachusetts
$59K +$1.93M +10,601 +17,968%
APC
1049
Aspire Private Capital
North Carolina
$58K +$3.65K +20 +7%
PCG
1050
Private Capital Group
Connecticut
$57K +$5.48K +30 +11%
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