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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
501
Belpointe Asset Management
Nevada
$33.8K +$36.6K +229 New
TCWA
502
Ten Capital Wealth Advisors
Washington
$30.3K – – –
HPC
503
HM Payson & Co
Maine
$29.4K – – –
C
504
Covestor
United Kingdom
$28K +$15.3K +96 +99%
MCC
505
Money Concepts Capital
Florida
$26.5K +$28.8K +180 New
CAL
506
Capital Analysts LLC
Pennsylvania
$25K -$160 -1 -0.6%
ANBT
507
American National Bank & Trust
Texas
$25K +$20K +125 +272%
NFSG
508
Newbridge Financial Services Group
Florida
$24K +$1.28K +8 +5%
AWM
509
Accurate Wealth Management
Florida
$22.3K +$24.3K +152 New
SIC
510
Salem Investment Counselors
North Carolina
$21.5K – – –
CFO
511
CVA Family Office
Colorado
$20.6K +$7.99K +50 +56%
FMP
512
Financial Management Professionals
Texas
$20K +$14.9K +93 +221%
SSG
513
Summit Securities Group
New York
$20K +$21.9K +137 New
FCA
514
FinTrust Capital Advisors
South Carolina
$18.4K – – –
PWMG
515
Prestige Wealth Management Group
New Jersey
$18.3K -$1.12K -7 -5%
GRP
516
Global Retirement Partners
California
$15.7K +$3.84K +24 +29%
LC
517
Lindbrook Capital
California
$15K -$22.2K -139 -58%
MTIC
518
Missouri Trust & Investment Company
Missouri
$15K – – –
TAM
519
Tucker Asset Management
Colorado
$14.9K – – –
BIA
520
Bell Investment Advisors
California
$14.9K +$1.44K +9 +10%
BAM
521
Byrne Asset Management
New Jersey
$14.7K – – –
LS
522
Livforsakringsbolaget Skandia
Sweden
$14.7K – – –
QL
523
Quarry LP
New York
$14.3K +$15.5K +97 New
FFA
524
Farther Finance Advisors
California
$13.7K +$14.9K +93 New
RTC
525
Riverview Trust Company
Washington
$13K +$13.7K +86 New
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