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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
451
TD Private Client Wealth
New York
$41.9K +$4.96K +41 +15%
FHA
452
First Horizon Advisors
Tennessee
$39K – – –
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$32K +$13.7K +113 +90%
AIC
454
Ameritas Investment Company
Nebraska
$31.1K +$28.5K +235 New
S
455
SignatureFD
Georgia
$31K -$969 -8 -3%
SWA
456
Sutton Wealth Advisors
Florida
$29.4K – – –
APA
457
American Portfolios Advisors
New York
$29K +$8.84K +73 +50%
ST
458
Smithfield Trust
Pennsylvania
$29K – – –
HNB
459
Huntington National Bank
Ohio
$29K +$121 +1 +0.5%
RFA
460
Reilly Financial Advisors
California
$28K +$121 +1 +0.5%
GAM
461
Gemmer Asset Management
California
$27K – – –
CI
462
CX Institutional
Indiana
$26K +$4.48K +37 +23%
EI
463
Ellevest Inc
New York
$25K +$2.79K +23 +14%
GI
464
Gradient Investments
Minnesota
$23K -$10.4M -85,850 -100%
PCG
465
Private Capital Group
Connecticut
$21K -$41.3K -341 -68%
HPC
466
HM Payson & Co
Maine
$20K -$36.3K -300 -67%
NFSG
467
Newbridge Financial Services Group
Florida
$19K – – –
SIC
468
Salem Investment Counselors
North Carolina
$19K – – –
PWMG
469
Prestige Wealth Management Group
New Jersey
$17K – – –
HFM
470
Harvest Fund Management
China
$16K -$605 -5 -4%
BCA
471
Berman Capital Advisors
Georgia
$16K +$1.45K +12 +11%
BMD
472
Better Money Decisions
New Mexico
$15K +$13.3K +110 New
FF
473
FourThought Financial
Florida
$13K – – –
WT
474
Whittier Trust
California
$13K +$11.5K +95 New
GWSG
475
GPS Wealth Strategies Group
Colorado
$13K +$12.1K +100 New
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19
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