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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
401
Hennion & Walsh Asset Management
New Jersey
$637K -$370K -2,911 -42%
RFC
402
Regions Financial Corp
Alabama
$631K +$226K +1,778 +82%
EBT
403
Enterprise Bank & Trust
Massachusetts
$627K – – –
SSA
404
Schonfeld Strategic Advisors
New York
$627K +$497K +3,910 New
BWIA
405
Bryant Woods Investment Advisors
New York
$627K -$188K -1,480 -27%
DPAM
406
Degroof Petercam Asset Management
Belgium
$625K +$496K +3,900 New
B
407
Bridgeworth
Alabama
$621K -$381 -3 -0.1%
NA
408
Navellier & Associates
Nevada
$619K +$68.7K +540 +16%
MG
409
Mather Group
Illinois
$612K -$3.69K -29 -0.8%
QI
410
Qtron Investments
Massachusetts
$610K +$484K +3,807 New
LIM
411
Loudon Investment Management
New Hampshire
$608K +$44.5K +350 +10%
PA
412
Profund Advisors
Maryland
$604K +$81.6K +642 +21%
CAMG
413
CWA Asset Management Group
Florida
$598K -$1.4K -11 -0.3%
PAS
414
Park Avenue Securities
New York
$597K +$127 +1 +0%
BWM
415
Buckley Wealth Management
Nevada
$593K -$24K -189 -5%
SIA
416
Strategic Investment Advisors
Michigan
$591K -$34.5K -271 -7%
NW
417
NewEdge Wealth
Pennsylvania
$586K +$108K +850 +30%
AAS
418
Avantax Advisory Services
Texas
$585K -$543K -4,271 -54%
VAS
419
Vestmark Advisory Solutions
Massachusetts
$585K +$107K +845 +30%
VFA
420
Values First Advisors
Tennessee
$584K -$147K -1,157 -24%
TI
421
Tidal Investments
Wisconsin
$574K +$147K +1,155 +48%
DWA
422
Douglass Winthrop Advisors
New York
$569K +$451K +3,550 New
H
423
HoyleCohen
California
$569K – – –
BCV
424
Banque Cantonale Vaudoise
Switzerland
$552K +$210K +1,651 +92%
CW
425
CreativeOne Wealth
Kansas
$549K +$435K +3,422 New
15 16
17
18 19