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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
401
Harbour Investments
Wisconsin
$373K +$6.54K +37 +2%
KFA
402
Krane Funds Advisors
New York
$370K -$214K -1,209 -35%
LWM
403
Liberty Wealth Management
California
$368K +$78K +441 +26%
SW
404
SteelPeak Wealth
California
$355K -$360K -2,034 -49%
GI
405
GAMCO Investors
Connecticut
$353K +$371K +2,100 New
FC
406
FORA Capital
Florida
$349K +$368K +2,080 New
CAG
407
Curtis Advisory Group
California
$346K – – –
BSW
408
Buckingham Strategic Wealth
Missouri
$344K -$15.4K -87 -4%
PI
409
Putnam Investments
Massachusetts
$344K +$3.36K +19 +0.9%
TC
410
TownSquare Capital
Utah
$344K +$77.4K +438 +27%
SPC
411
Sigma Planning Corp
Michigan
$338K +$98.8K +559 +39%
KJHP
412
K.J. Harrison & Partners
Ontario, Canada
$338K +$354K +2,000 New
SVWAG
413
Sound View Wealth Advisors Group
Georgia
$332K -$15K -85 -4%
AC
414
Allstate Corporation
Illinois
$329K -$432K -2,441 -55%
GTCM
415
Gyon Technologies Capital Management
New Jersey
$327K +$111K +629 +48%
SSA
416
Schonfeld Strategic Advisors
New York
$327K +$344K +1,947 New
QT
417
Quantamental Technologies
New York
$325K +$342K +1,933 New
HF
418
HRT Financial
New York
$316K -$6.28M -35,536 -95%
AIP
419
Ameritas Investment Partners
Nebraska
$316K – – –
B
420
Bailard
California
$315K – – –
EWM
421
Empirical Wealth Management
Washington
$306K -$71.8K -406 -18%
MWNA
422
Marshall Wace North America
New York
$302K +$318K +1,800 New
BCI
423
Brinker Capital Investments
Pennsylvania
$301K – – –
CAGAS
424
Capital Advisory Group Advisory Services
Minnesota
$297K +$17.7K +100 +6%
BC
425
Burney Company
Virginia
$295K +$1.77K +10 +0.6%
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17
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