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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
426
Apollon Wealth Management
South Carolina
$554K -$50K -348 -8%
RT
427
Rockland Trust
Massachusetts
$551K +$562K +3,912 New
GCM
428
Gallacher Capital Management
Colorado
$547K -$39.8K -277 -7%
PWS
429
Peterson Wealth Services
Utah
$543K +$3.06M +21,320 +600%
NA
430
Navellier & Associates
Nevada
$543K +$106K +740 +24%
TE
431
Tema ETFs
New York
$543K +$553K +3,850 New
CAMG
432
CWA Asset Management Group
Florida
$538K -$26.9K -187 -5%
VFA
433
Values First Advisors
Tennessee
$534K +$8.76K +61 +2%
BWM
434
Buckley Wealth Management
Nevada
$533K -$18K -125 -3%
GI
435
GAMMA Investing
California
$529K +$79.1K +551 +17%
AF
436
Allworth Financial
California
$521K +$36.5K +254 +7%
PCM
437
Polymer Capital Management
New York
$519K -$762K -5,307 -59%
SPC
438
Spirepoint Private Client
Florida
$508K +$129K +901 +33%
VI
439
Versor Investments
New York
$508K -$929K -6,467 -64%
DWA
440
Douglass Winthrop Advisors
New York
$505K +$4.6K +32 +0.9%
CFO
441
Callan Family Office
Pennsylvania
$503K -$50.1K -349 -9%
GFM
442
GF Fund Management
China
$501K -$26.7K -186 -5%
HWM
443
HB Wealth Management
Georgia
$497K +$110K +764 +28%
BWM
444
BCO Wealth Management
New Mexico
$484K – – –
CA
445
Clearstead Advisors
Ohio
$478K -$75.8K -528 -13%
SFA
446
Sequoia Financial Advisors
Ohio
$476K -$95.7K -666 -16%
AC
447
AlphaCore Capital
California
$468K -$252K -1,755 -35%
PAM
448
Panagora Asset Management
Massachusetts
$466K – – –
AI
449
Atria Investments
North Carolina
$463K -$25.7K -179 -5%
GH
450
GAM Holding
Switzerland
$458K +$467K +3,249 New
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