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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
426
Beaton Management Company
Massachusetts
$260K – – –
LCM
427
Logan Capital Management
Pennsylvania
$258K – – –
SCA
428
Snowden Capital Advisors
New York
$254K +$65.6K +436 +34%
GT
429
Greenleaf Trust
Michigan
$253K -$48.7K -324 -16%
WT
430
Whittier Trust
California
$253K – – –
CCG
431
Cypress Capital Group
Florida
$251K +$903 +6 +0.4%
AIP
432
Ameritas Investment Partners
Nebraska
$245K – – –
CAS
433
CTC Alternative Strategies
Illinois
$242K +$244K +1,625 New
CI
434
Cigna Investments
Connecticut
$241K – – –
AWA
435
Arkadios Wealth Advisors
Georgia
$241K -$70.9K -471 -23%
PCOC
436
Power Corp of Canada
Canada
$240K -$92.2K -613 -28%
AAIM
437
American Assets Investment Management
California
$240K – – –
RG
438
Renaissance Group
Kentucky
$238K +$2.41K +16 +1%
SGA
439
Seaport Global Advisors
Massachusetts
$238K +$74.3K +494 +45%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$238K – – –
CFAM
441
Center For Asset Management
Florida
$236K +$239K +1,587 New
CAG
442
Curtis Advisory Group
California
$235K -$5.87K -39 -2%
4WM
443
44 Wealth Management
Oregon
$228K +$230K +1,532 New
BP
444
Ballentine Partners
Massachusetts
$228K +$230K +1,532 New
CGL
445
Clarius Group LLC
Washington
$221K -$47.8K -318 -18%
TWI
446
Thomas White International
Illinois
$221K – – –
FTDI
447
First Trust Direct Indexing
Massachusetts
$219K -$56.6K -376 -20%
MAG
448
MRA Advisory Group
New Jersey
$217K +$220K +1,459 New
EP
449
Edgestream Partners
New Jersey
$217K +$219K +1,455 New
VEA
450
Virtus ETF Advisers
New York
$216K -$84.1K -559 -28%
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