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CLX

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1126
Legacy CG
Texas
– -$51K -360 Closed
1IA
1127
1834 Investment Advisors
Wisconsin
– -$45K -320 Closed
RIM
1128
Rockbridge Investment Management
New York
– -$42.9K -304 Closed
COCM
1129
Charter Oak Capital Management
New Hampshire
– -$36K -252 Closed
CWM
1130
Curi Wealth Management
North Carolina
– -$32K -227 Closed
HFS
1131
Heritage Financial Services
Massachusetts
– -$30K -219 Closed
SFG
1132
Steward Financial Group
Texas
– -$14K -106 Closed
TVWM
1133
Tower View Wealth Management
Wisconsin
– -$10K -72 Closed
RG
1134
Retirement Group
California
– -$10K -69 Closed
TSW
1135
Thompson Siegel & Walmsley
Virginia
– -$9K -67 Closed
BMD
1136
Better Money Decisions
New Mexico
– -$9K -63 Closed
GKIM
1137
GW&K Investment Management
Massachusetts
– -$6K -46 Closed
AIP
1138
Ahrens Investment Partners
Louisiana
– -$5K -37 Closed
TIM
1139
Tortoise Investment Management
New York
– -$4K -30 Closed
CWP
1140
Concord Wealth Partners
Virginia
– -$4K -27 Closed
HBW
1141
Hazlett, Burt & Watson
West Virginia
– -$2K -11 Closed
PI
1142
PEAK6 Investments
Illinois
– -$1.44K -10 Closed
FBC
1143
Fairfield, Bush & Co
Connecticut
– -$1K -8 Closed
SOW
1144
State of Wyoming
Wyoming
– -$1K -4 Closed
WA
1145
WestEnd Advisors
North Carolina
– +$144 +1 New
ADL
1146
Asset Dedication LLC
California
– +$289 +2 New
CFD
1147
Creative Financial Designs
Indiana
– +$289 +2 New
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