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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1051
CoreFirst Bank & Trust
Kansas
$195K +$200K +967 New
AF
1052
Advisornet Financial
Minnesota
$194K -$162K -781 -45%
VBCG
1053
Valley Brook Capital Group
Pennsylvania
$193K +$198K +956 New
PO
1054
Private Ocean
California
$192K -$2.28K -11 -1%
SOAMC
1055
Spirit of America Management Corp
New York
$192K – – –
RP
1056
Rowlandmiller & Partners
Georgia
$190K -$315K -1,521 -62%
SN
1057
Sittner & Nelson
Oregon
$188K +$192K +930 New
MAM
1058
Meeder Asset Management
Ohio
$187K -$20.5K -99 -10%
USGIU
1059
U.S. Global Investors (USGI)
Texas
$182K – – –
JWBC
1060
John W. Brooker & Co
California
$177K – – –
DAC
1061
Dividend Assets Capital
South Carolina
$168K +$172K +832 New
SFFS
1062
Stonehage Fleming Financial Services
Jersey
$165K – – –
AF
1063
Arrow Financial
New York
$163K – – –
BCP
1064
Blue Chip Partners
Michigan
$150K +$1.86K +9 +1%
ONST
1065
Old North State Trust
North Carolina
$144K -$75.5K -365 -34%
TWA
1066
TCI Wealth Advisors
Arizona
$144K -$3.31K -16 -2%
BWM
1067
Baystate Wealth Management
Massachusetts
$143K +$828 +4 +0.6%
GCM
1068
Gables Capital Management
Florida
$141K – – –
AWM
1069
Accel Wealth Management
Iowa
$140K +$143K +692 New
SNT
1070
Security National Trust
West Virginia
$135K -$5.17K -25 -4%
ST
1071
Smithfield Trust
Pennsylvania
$133K +$4.14K +20 +3%
IAM
1072
Infusive Asset Management
New York
$132K +$135K +654 New
MCA
1073
Mercer Capital Advisers
New Jersey
$131K – – –
CFO
1074
CVA Family Office
Colorado
$130K – – –
RFA
1075
Reilly Financial Advisors
California
$129K – – –
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