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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1126
Trust Company
Kansas
$66K +$5.59K +27 +9%
PWMG
1127
Prestige Wealth Management Group
New Jersey
$65K -$35.6K -172 -35%
PCG
1128
Private Capital Group
Connecticut
$63K – – –
LS
1129
Leelyn Smith
Illinois
$61K -$32.9K -159 -35%
APC
1130
Aspire Private Capital
North Carolina
$61K – – –
FWM
1131
Filbrandt Wealth Management
Wisconsin
$61K – – –
LF
1132
Lee Financial
Texas
$61K – – –
PS
1133
Planned Solutions
California
$61K +$62.1K +300 New
TF
1134
Tompkins Financial
New York
$58K -$33.3K -161 -36%
APWM
1135
Atlas Private Wealth Management
New York
$58K +$207 +1 +0.3%
CMBA
1136
C.M. Bidwell & Associates
Hawaii
$56K -$17.6K -85 -24%
BCA
1137
Bray Capital Advisors
Florida
$56K – – –
DAM
1138
Delta Asset Management
Tennessee
$53K – – –
GAM
1139
Gemmer Asset Management
California
$52K – – –
AWM
1140
Atticus Wealth Management
Florida
$52K +$20.7K +100 +63%
COCM
1141
Charter Oak Capital Management
New Hampshire
$51K +$52.1K +252 New
GFPC
1142
Global Financial Private Client
Florida
$50.5K – – –
FCA
1143
FinTrust Capital Advisors
South Carolina
$48K -$32.3K -156 -40%
AA
1144
AlphaCentric Advisors
Puerto Rico
$48K -$4.14K -20 -8%
PCTC
1145
Perkins Coie Trust Company
Washington
$47K – – –
TWM
1146
Tradition Wealth Management
Minnesota
$47K +$48.2K +233 New
TIM
1147
Tortoise Investment Management
New York
$45K +$5.17K +25 +13%
CLOS
1148
Compagnie Lombard Odier SCmA
Switzerland
$43K +$44.5K +215 New
OIM
1149
Oder Investment Management
California
$43K +$44.9K +217 New
MPWT
1150
MassMutual Private Wealth & Trust
Connecticut
$42K – – –
44 45
46
47 48