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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
426
TD Private Client Wealth
New York
$30K +$6.92K +67 +31%
GAM
427
Gemmer Asset Management
California
$29K – – –
SPIA
428
Steward Partners Investment Advisory
New York
$25K +$4.03K +39 +20%
WT
429
Whittier Trust
California
$24K -$6.2K -60 -21%
HNB
430
Huntington National Bank
Ohio
$24K +$10.5K +102 +86%
NSB
431
Norway Savings Bank
Maine
$24K +$23.3K +225 New
SWA
432
Sutton Wealth Advisors
Florida
$23.8K – – –
S
433
SignatureFD
Georgia
$23K +$827 +8 +4%
ST
434
Smithfield Trust
Pennsylvania
$23K +$7.75K +75 +53%
RFA
435
Reilly Financial Advisors
California
$22K +$207 +2 +1%
AIM
436
Anchor Investment Management
South Carolina
$21.4K -$186K -1,800 -90%
FHA
437
First Horizon Advisors
Tennessee
$20K – – –
PWMG
438
Prestige Wealth Management Group
New Jersey
$19K +$2.48K +24 +15%
PFO
439
Pathstone Family Office
New Jersey
$19K +$18.5K +179 New
PA
440
Parallel Advisors
California
$17K – – –
IA
441
IFP Advisors
Florida
$17K +$1.96K +19 +12%
SIC
442
Salem Investment Counselors
North Carolina
$16K – – –
CI
443
CX Institutional
Indiana
$16K +$8.37K +81 +117%
NFSG
444
Newbridge Financial Services Group
Florida
$15K +$14.5K +140 New
FHA
445
Flagship Harbor Advisors
Massachusetts
$13K -$10.5K -102 -46%
OSAM
446
O'Shaughnessy Asset Management
Connecticut
$12K – – –
EI
447
Ellevest Inc
New York
$10K -$1.34K -13 -12%
ZB
448
Zions Bancorporation
Utah
$10K -$1.14K -11 -11%
BCA
449
Berman Capital Advisors
Georgia
$9K – – –
SLF
450
Sun Life Financial
Ontario, Canada
$8K +$207 +2 +3%
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