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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
426
Syon Capital
California
$406K +$202K +1,481 +90%
TSS
427
Two Sigma Securities
New York
$405K +$424K +3,110 New
MG
428
Mather Group
Illinois
$402K +$48.7K +357 +13%
CG
429
Cynosure Group
Utah
$401K +$30.3K +222 +8%
SPC
430
Spirepoint Private Client
Florida
$395K -$77.2K -566 -16%
TSW
431
Three Seasons Wealth
Utah
$391K – – –
SFI
432
Siemens Fonds Invest
Germany
$390K – – –
MYAM
433
Meiji Yasuda Asset Management
Japan
$382K -$21.8K -160 -5%
SCP
434
Sivia Capital Partners
California
$381K +$52.5K +385 +15%
IA
435
IFP Advisors
Florida
$377K +$33K +242 +9%
IPW
436
Impact Partnership Wealth
Georgia
$377K +$394K +2,892 New
EI
437
Ellevest Inc
New York
$374K -$39.1K -287 -9%
VSQM
438
V-Square Quantitative Management
Illinois
$371K +$389K +2,850 New
FMC
439
First Merchants Corp
Indiana
$367K – – –
HVIA
440
Hudson Valley Investment Advisors
New York
$367K +$682 +5 +0.2%
AF
441
Allworth Financial
California
$365K -$121K -890 -24%
HWM
442
HB Wealth Management
Georgia
$361K -$102K -751 -21%
CAM
443
Cresset Asset Management
Illinois
$354K +$172K +1,260 +87%
FPAS
444
Focus Partners Advisor Solutions
Missouri
$353K -$362K -2,656 -49%
CCA
445
Checchi Capital Advisers
California
$353K -$45.1K -331 -11%
AWM
446
Angeles Wealth Management
California
$353K +$369K +2,707 New
HGWM
447
Horst & Graben Wealth Management
Oregon
$351K -$136 -1 -0%
TCOT
448
Trust Company of Toledo
Ohio
$351K – – –
GI
449
GAMMA Investing
California
$351K -$145K -1,062 -28%
SWM
450
Segment Wealth Management
Texas
$340K -$13.6K -100 -4%
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