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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
526
Beaton Management Company
Massachusetts
$315K – – –
FMTC
527
Farmers & Merchants Trust Company
California
$314K – – –
LCM
528
Logan Capital Management
Pennsylvania
$312K – – –
SWM
529
Spire Wealth Management
Virginia
$309K -$8.44K -50 -3%
RG
530
Renaissance Group
Kentucky
$304K – – –
PCM
531
Parsons Capital Management
Rhode Island
$302K – – –
APP
532
Avantax Planning Partners
Iowa
$300K -$1.01K -6 -0.4%
SI
533
Stephens Inc
Arkansas
$299K -$5.06K -30 -2%
WT
534
Whittier Trust
California
$298K – – –
PIM
535
Penobscot Investment Management
Massachusetts
$298K -$278K -1,650 -50%
CA
536
CoreCap Advisors
Michigan
$297K -$124K -733 -31%
KAS
537
Kestra Advisory Services
Texas
$297K -$233K -1,382 -46%
SPC
538
Sigma Planning Corp
Michigan
$296K -$13K -77 -4%
FMII
539
Farmers & Merchants Investments Inc
Nebraska
$296K – – –
LI
540
LVZ Inc
Michigan
$295K +$11K +65 +4%
SAM
541
Shell Asset Management
Netherlands
$295K +$276K +1,637 New
FTWA
542
Fifth Third Wealth Advisors
Ohio
$292K -$1.52K -9 -0.6%
FHB
543
First Hawaiian Bank
Hawaii
$291K -$202K -1,197 -43%
CRIG
544
Charter Research & Investment Group
Connecticut
$290K – – –
P
545
&Partners
Tennessee
$289K +$271K +1,606 New
CAG
546
Curtis Advisory Group
California
$289K -$8.44K -50 -3%
ONB
547
Old National Bancorp
Indiana
$288K +$25.5K +151 +10%
LA
548
LVW Advisors
New York
$287K -$6.92K -41 -3%
GL
549
Graypoint LLC
New York
$284K +$11K +65 +4%
HPC
550
HM Payson & Co
Maine
$283K +$240K +1,422 +948%
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