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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1026
Colonial Trust Advisors
South Carolina
$32.6K – – –
CWM
1027
Compass Wealth Management
Connecticut
$32.6K – – –
GA
1028
GoalVest Advisory
New York
$32.6K – – –
NFA
1029
Northwest Financial Advisors
Virginia
$32.6K +$29.6K +200 New
CA
1030
Continuum Advisory
Idaho
$30.4K +$20.4K +138 +300%
ECM
1031
Estabrook Capital Management
New York
$30.1K – – –
BCM
1032
Blume Capital Management
California
$28.5K – – –
CWM
1033
CarsonAllaria Wealth Management
Illinois
$27.8K +$148 +1 +0.6%
FCM
1034
Fourpath Capital Management
Oklahoma
$26.9K +$24.4K +165 New
JWA
1035
JFS Wealth Advisors
Pennsylvania
$26.9K +$1.04K +7 +4%
ME
1036
McIlrath & Eck
Washington
$25.4K -$6.96K -47 -23%
AGWCA
1037
Annis Gardner Whiting Capital Advisors
Florida
$25.4K – – –
IHWM
1038
Iron Horse Wealth Management
Iowa
$25.3K – – –
CWC
1039
Carolinas Wealth Consulting
North Carolina
$25.1K – – –
ZB
1040
Zions Bancorporation
Utah
$25.1K -$1.33K -9 -6%
HF
1041
Halpern Financial
Virginia
$24.7K – – –
CFFP
1042
Center for Financial Planning
Michigan
$24.4K -$25.6K -173 -54%
IBOK
1043
Independence Bank of Kentucky
Kentucky
$24.4K +$22.2K +150 New
CFD
1044
Creative Financial Designs
Indiana
$21.6K +$19.7K +133 New
AWM
1045
Atticus Wealth Management
Florida
$21.2K -$593 -4 -3%
FMP
1046
Financial Management Professionals
Texas
$21K – – –
WI
1047
Wintrust Investments
Illinois
$21K +$19K +128 New
HIA
1048
Harbor Investment Advisory
Maryland
$20K -$2.96K -20 -14%
SWM
1049
Sugarloaf Wealth Management
Georgia
$19.9K – – –
MA
1050
MCF Advisors
Kentucky
$18.6K – – –
40 41
42
43 44