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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
451
Mather Group
Illinois
$488K +$10.1K +71 +2%
OAM
452
Ostrum Asset Management
France
$486K – – –
PAM
453
Panagora Asset Management
Massachusetts
$480K – – –
SWM
454
Segment Wealth Management
Texas
$479K +$116K +811 +33%
P
455
&Partners
Tennessee
$462K -$23.3K -163 -5%
CCA
456
Checchi Capital Advisers
California
$453K +$23.7K +166 +6%
HCS
457
Himension Capital (Singapore)
Singapore
$451K +$444K +3,104 New
SCM
458
Shelton Capital Management
Colorado
$451K +$444K +3,104 New
SFI
459
Siemens Fonds Invest
Germany
$446K – – –
GCM
460
Gallacher Capital Management
Colorado
$440K -$691K -4,837 -61%
VH
461
Visionary Horizons
Tennessee
$437K -$20.4K -143 -5%
TSW
462
Three Seasons Wealth
Utah
$436K – – –
GCP
463
GSA Capital Partners
United Kingdom
$435K +$428K +2,992 New
BJL
464
Brighton Jones LLC
Washington
$424K +$71.9K +503 +21%
AHL
465
Abel Hall LLC
Louisiana
$420K +$64.9K +454 +19%
GFM
466
GF Fund Management
China
$411K -$54.3K -380 -12%
SPC
467
Spirepoint Private Client
Florida
$410K – – –
FMC
468
First Merchants Corp
Indiana
$409K – – –
HVIA
469
Hudson Valley Investment Advisors
New York
$409K -$715 -5 -0.2%
PA
470
Profund Advisors
Maryland
$402K -$5.72K -40 -1%
EWM
471
Empirical Wealth Management
Washington
$401K -$246K -1,722 -38%
HGWM
472
Horst & Graben Wealth Management
Oregon
$400K +$715 +5 +0.2%
AWM
473
Angeles Wealth Management
California
$400K -$5.86K -41 -1%
IWC
474
Integrated Wealth Concepts
Massachusetts
$397K +$33.6K +235 +9%
AF
475
Allworth Financial
California
$394K -$53.2K -372 -12%
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