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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1051
Spirit of America Management Corp
New York
$192K – – –
RP
1052
Rowlandmiller & Partners
Georgia
$190K -$315K -1,521 -62%
SN
1053
Sittner & Nelson
Oregon
$188K +$192K +930 New
MAM
1054
Meeder Asset Management
Ohio
$187K -$20.5K -99 -10%
USGIU
1055
U.S. Global Investors (USGI)
Texas
$182K – – –
JWBC
1056
John W. Brooker & Co
California
$177K – – –
DAC
1057
Dividend Assets Capital
South Carolina
$168K +$172K +832 New
SFFS
1058
Stonehage Fleming Financial Services
Jersey
$165K – – –
AF
1059
Arrow Financial
New York
$163K – – –
AIG
1060
American International Group
New York
$155K +$150M +722,734 +1,577%
BCP
1061
Blue Chip Partners
Michigan
$150K +$1.86K +9 +1%
ONST
1062
Old North State Trust
North Carolina
$144K -$75.5K -365 -34%
TWA
1063
TCI Wealth Advisors
Arizona
$144K -$3.31K -16 -2%
BWM
1064
Baystate Wealth Management
Massachusetts
$143K +$828 +4 +0.6%
GCM
1065
Gables Capital Management
Florida
$141K – – –
AWM
1066
Accel Wealth Management
Iowa
$140K +$143K +692 New
SNT
1067
Security National Trust
West Virginia
$135K -$5.17K -25 -4%
ST
1068
Smithfield Trust
Pennsylvania
$133K +$4.14K +20 +3%
IAM
1069
Infusive Asset Management
New York
$132K +$135K +654 New
MCA
1070
Mercer Capital Advisers
New Jersey
$131K – – –
CFO
1071
CVA Family Office
Colorado
$130K – – –
RFA
1072
Reilly Financial Advisors
California
$129K – – –
CIP
1073
Convergence Investment Partners
Florida
$129K +$132K +639 New
TFS
1074
TrustCore Financial Services
Tennessee
$128K – – –
TPWA
1075
TRUE Private Wealth Advisors
Oregon
$127K +$12.8K +62 +11%
41 42
43
44 45