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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
451
Canandaigua National Bank & Trust
New York
$330K +$364K +2,715 New
CAG
452
Curtis Advisory Group
California
$326K +$148K +1,102 +70%
HGWM
453
Horst & Graben Wealth Management
Oregon
$326K +$134 +1 +0%
SWP
454
Stratos Wealth Partners
Ohio
$325K +$358K +2,670 New
SIC
455
Sterling Investment Counsel
New York
$321K +$355K +2,641 New
SCA
456
Snowden Capital Advisors
New York
$315K +$119K +884 +52%
GT
457
Greenleaf Trust
Michigan
$314K +$118K +882 +52%
B
458
Bailard
California
$312K +$101K +750 +41%
PP
459
Patron Partners
Texas
$307K +$3.09K +23 +0.9%
HGERS
460
Householder Group Estate & Retirement Specialist
Arizona
$299K +$330K +2,461 New
AIP
461
Ameritas Investment Partners
Nebraska
$296K +$106K +790 +48%
TI
462
Tidal Investments
Wisconsin
$294K +$35.3K +263 +12%
DCM
463
Delta Capital Management
New Jersey
$294K +$324K +2,415 New
GWM
464
Geneos Wealth Management
Colorado
$293K +$277K +2,063 +589%
BC
465
Burney Company
Virginia
$292K -$67.5K -503 -17%
CAS
466
CTC Alternative Strategies
Illinois
$292K +$104K +774 +48%
HWM
467
HB Wealth Management
Georgia
$287K +$317K +2,362 New
CA
468
Commerzbank Aktiengesellschaft
Germany
$287K – – –
AIS
469
American Investment Services
Massachusetts
$287K +$128K +952 +68%
NGA
470
Naples Global Advisors
Florida
$286K +$316K +2,353 New
RMCM
471
Reynders McVeigh Capital Management
Massachusetts
$285K +$8.99K +67 +3%
CG
472
Caprock Group
Idaho
$285K +$315K +2,343 New
CSIC
473
Clifford Swan Investment Counsel
California
$283K +$312K +2,327 New
GT
474
Glenview Trust
Kentucky
$280K +$309K +2,300 New
LIM
475
Leavell Investment Management
Alabama
$274K +$303K +2,256 New
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