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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
GSCM
526
Greenfield Seitz Capital Management
Texas
$291K – – –
BWIA
527
Bryant Woods Investment Advisors
New York
$290K – – –
SVWAG
528
Sound View Wealth Advisors Group
Georgia
$285K -$1.05M -6,419 -77%
FNWM
529
Financial Network Wealth Management
Utah
$285K – – –
PFC
530
Phocas Financial Corp
California
$284K +$311K +1,897 New
MSFS
531
Main Street Financial Solutions
Pennsylvania
$283K -$21.8K -133 -7%
CG
532
Cynosure Group
Utah
$282K -$21K -128 -6%
NP
533
NorthRock Partners
Minnesota
$279K -$20.8K -127 -6%
SCA
534
Snowden Capital Advisors
New York
$277K -$14.9K -91 -5%
FB
535
Fulton Bank
Pennsylvania
$276K -$64.9K -396 -18%
CGL
536
Clarius Group LLC
Washington
$276K -$4.92K -30 -2%
NGA
537
Naples Global Advisors
Florida
$275K – – –
BFG
538
Bleakley Financial Group
New Jersey
$274K -$23.8K -145 -7%
B
539
Bailard
California
$272K +$328 +2 +0.1%
CIC
540
Carnegie Investment Counsel
Ohio
$266K +$292K +1,780 New
STA
541
Summit Trail Advisors
New York
$265K -$34.4K -210 -11%
CTC
542
Cetera Trust Company
Minnesota
$265K -$36.9K -225 -11%
DADC
543
D.A. Davidson & Co
Montana
$264K +$55.8K +340 +24%
BMC
544
Beaton Management Company
Massachusetts
$262K – – –
JAFL
545
Jay A. Fishman Ltd
Michigan
$262K – – –
FMTC
546
Farmers & Merchants Trust Company
California
$261K – – –
WPC
547
Wedmont Private Capital
Pennsylvania
$259K -$30.5K -186 -10%
SWP
548
Sagespring Wealth Partners
Tennessee
$254K +$279K +1,701 New
VT
549
Vise Technologies
New York
$253K +$277K +1,689 New
MBT
550
Montecito Bank & Trust
California
$252K -$20K -122 -7%
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