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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1126
Financial Perspectives
Minnesota
$26.5K – – –
HFA
1127
HC Financial Advisors
California
$26K -$3.34K -15 -11%
PFSC
1128
Peoples Financial Services Corp
Pennsylvania
$26K – – –
RWA
1129
Ropes Wealth Advisors
Massachusetts
$26K – – –
SWM
1130
Sugarloaf Wealth Management
Georgia
$26K – – –
SA
1131
SRH Advisors
Kansas
$25K +$4.45K +20 +20%
HS
1132
Horan Securities
United States
$22K -$7.57K -34 -24%
OSNBOA
1133
Old Second National Bank of Aurora
Illinois
$22K – – –
CHAM
1134
Clear Harbor Asset Management
Connecticut
$21K +$22.3K +100 New
DA
1135
Denali Advisors
California
$21K -$44.5K -200 -67%
GIC
1136
Gantzert Investment Company
Illinois
$21K – – –
HFM
1137
Hartford Financial Management
Connecticut
$21K – – –
MLFP
1138
MPS Loria Financial Planners
Illinois
$21K – – –
TC
1139
Truvestments Capital
Florida
$21K – – –
GWS
1140
Glassman Wealth Services
Virginia
$21K +$8.24K +37 +57%
BBL
1141
Beck Bode LLC
Massachusetts
$21K +$22.3K +100 New
VNA
1142
Valley National Advisers
Pennsylvania
$19K – – –
EAM
1143
Erste Asset Management
Austria
$18.9K +$20K +90 New
MF
1144
Manchester Financial
California
$18K – – –
ZB
1145
Zions Bancorporation
Utah
$18K +$1.78K +8 +10%
FAM
1146
Fred Alger Management
New York
$17K +$17.6K +79 New
CAM
1147
Costello Asset Management
Pennsylvania
$16K -$11.1K -50 -40%
SLF
1148
Sun Life Financial
Ontario, Canada
$16K +$223 +1 +1%
JWA
1149
JFS Wealth Advisors
Pennsylvania
$15K – – –
TSW
1150
Thompson Siegel & Walmsley
Virginia
$14K -$4.45K -20 -23%
44 45
46
47 48