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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1101
Glassman Wealth Services
Virginia
$33K +$24.3K +146 +340%
ECM
1102
Estabrook Capital Management
New York
$32.3K – – –
MAM
1103
McCarthy Asset Management
California
$32K – – –
BCM
1104
Blume Capital Management
California
$31K – – –
TIM
1105
Tevis Investment Management
Texas
$31K +$29.2K +175 New
HI
1106
Hudock Inc
Pennsylvania
$29K – – –
LWP
1107
Lumature Wealth Partners
Georgia
$29K +$11.8K +71 +74%
FA
1108
Financial Avengers
California
$29K +$15.2K +91 +120%
GIA
1109
Goodwin Investment Advisory
Georgia
$28K – – –
FPWM
1110
FSB Premier Wealth Management
Iowa
$28K +$27.3K +164 New
NFSG
1111
Newbridge Financial Services Group
Florida
$27K +$16.7K +100 +185%
TC
1112
TAP Consulting
Missouri
$27K +$26.2K +157 New
RIM
1113
Rockbridge Investment Management
New York
$26K – – –
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$26K +$1.17K +7 +5%
VCM
1115
Versant Capital Management
Arizona
$25K -$3K -18 -11%
FCA
1116
FinTrust Capital Advisors
South Carolina
$25K +$7.5K +45 +46%
SCA
1117
Stonebridge Capital Advisors
Minnesota
$23K – – –
SAM
1118
Strategic Asset Management
Minnesota
$23K – – –
TI
1119
Truehand Inc
New Hampshire
$23K – – –
ZB
1120
Zions Bancorporation
Utah
$23K +$2.83K +17 +15%
CWM
1121
Curi Wealth Management
North Carolina
$23K +$22.7K +136 New
CWA
1122
Clearview Wealth Advisors
Oregon
$22K -$153K -920 -88%
IHWM
1123
Iron Horse Wealth Management
Iowa
$22K – – –
PFSC
1124
Peoples Financial Services Corp
Pennsylvania
$22K – – –
OSNBOA
1125
Old Second National Bank of Aurora
Illinois
$22K +$1.17K +7 +7%
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