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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
476
TD Private Client Wealth
New York
$381K +$340K +2,331 +1,895%
HWM
477
HB Wealth Management
Georgia
$380K +$133K +910 +59%
DCM
478
Delta Capital Management
New Jersey
$377K +$5.83K +40 +2%
CG
479
Cynosure Group
Utah
$375K +$25.8K +177 +8%
SFA
480
Sequoia Financial Advisors
Ohio
$372K +$53.8K +369 +18%
ET
481
Entropy Technologies
New York
$371K -$712K -4,882 -67%
CA
482
CoreCap Advisors
Michigan
$370K -$96.5K -662 -22%
RMCM
483
Reynders McVeigh Capital Management
Massachusetts
$365K – – –
LWAM
484
Legacy Wealth Asset Management
Minnesota
$365K +$14K +96 +4%
GT
485
Glenview Trust
Kentucky
$364K – – –
CIA
486
Choate Investment Advisors
Massachusetts
$359K +$583 +4 +0.2%
GWM
487
Geneos Wealth Management
Colorado
$357K – – –
LIM
488
Leavell Investment Management
Alabama
$357K +$5.83K +40 +2%
CNBT
489
Canandaigua National Bank & Trust
New York
$355K -$12.2K -84 -4%
SFI
490
Siemens Fonds Invest
Germany
$350K – – –
HGERS
491
Householder Group Estate & Retirement Specialist
Arizona
$349K +$6.85K +47 +2%
AIP
492
Ameritas Investment Partners
Nebraska
$346K -$17.5K -120 -5%
CI
493
Cigna Investments
Connecticut
$345K – – –
SCA
494
Snowden Capital Advisors
New York
$344K -$92.9K -637 -22%
LFAS
495
Level Four Advisory Services
Texas
$344K +$12.8K +88 +4%
AAIS
496
ABN AMRO Investment Solutions
$339K +$318K +2,179 New
AIS
497
American Investment Services
Massachusetts
$338K -$27.1K -186 -8%
GWMR
498
GC Wealth Management RIA
Massachusetts
$332K +$312K +2,139 New
EWM
499
Empirical Wealth Management
Washington
$332K -$23.5K -161 -7%
FG
500
Fiduciary Group
Georgia
$324K +$4.23K +29 +1%
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