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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
CarsonAllaria Wealth Management
Illinois
$36K +$34.3K +206 New
SC
1102
Steph & Co
Wisconsin
$35K – – –
SPA
1103
Shore Point Advisors
New Jersey
$35K +$33.3K +200 New
SFG
1104
Steward Financial Group
Texas
$34K +$33.3K +200 New
CWC
1105
Carolinas Wealth Consulting
North Carolina
$33K +$2.83K +17 +10%
GWS
1106
Glassman Wealth Services
Virginia
$33K +$24.3K +146 +340%
ECM
1107
Estabrook Capital Management
New York
$32.3K – – –
MAM
1108
McCarthy Asset Management
California
$32K – – –
BCM
1109
Blume Capital Management
California
$31K – – –
TIM
1110
Tevis Investment Management
Texas
$31K +$29.2K +175 New
HI
1111
Hudock Inc
Pennsylvania
$29K – – –
LWP
1112
Lumature Wealth Partners
Georgia
$29K +$11.8K +71 +74%
FA
1113
Financial Avengers
California
$29K +$15.2K +91 +120%
GIA
1114
Goodwin Investment Advisory
Georgia
$28K – – –
FPWM
1115
FSB Premier Wealth Management
Iowa
$28K +$27.3K +164 New
NFSG
1116
Newbridge Financial Services Group
Florida
$27K +$16.7K +100 +185%
TC
1117
TAP Consulting
Missouri
$27K +$26.2K +157 New
RIM
1118
Rockbridge Investment Management
New York
$26K – – –
MPWT
1119
MassMutual Private Wealth & Trust
Connecticut
$26K +$1.17K +7 +5%
VCM
1120
Versant Capital Management
Arizona
$25K -$3K -18 -11%
FCA
1121
FinTrust Capital Advisors
South Carolina
$25K +$7.5K +45 +46%
SCA
1122
Stonebridge Capital Advisors
Minnesota
$23K – – –
SAM
1123
Strategic Asset Management
Minnesota
$23K – – –
TI
1124
Truehand Inc
New Hampshire
$23K – – –
ZB
1125
Zions Bancorporation
Utah
$23K +$2.83K +17 +15%
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