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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
526
Huntington National Bank
Ohio
$329K -$5.16K -34 -2%
CG
527
Cynosure Group
Utah
$329K +$50.3K +332 +18%
AIS
528
American Investment Services
Massachusetts
$328K +$5.91K +39 +2%
OCM
529
One Capital Management
California
$326K -$13.6K -90 -4%
KPWS
530
Kestra Private Wealth Services
Texas
$324K +$5.61K +37 +2%
LI
531
LVZ Inc
Michigan
$322K +$28.7K +189 +10%
MPM
532
MBB Public Markets
Illinois
$322K +$328K +2,166 New
1C
533
111 Capital
France
$317K +$323K +2,132 New
NP
534
NorthRock Partners
Minnesota
$316K +$40.8K +269 +14%
EWM
535
Empirical Wealth Management
Washington
$315K – – –
CI
536
Cigna Investments
Connecticut
$314K -$5K -33 -2%
LWAM
537
Legacy Wealth Asset Management
Minnesota
$313K -$44.3K -292 -12%
FG
538
Fiduciary Group
Georgia
$308K +$5.31K +35 +2%
AIP
539
Ameritas Investment Partners
Nebraska
$307K – – –
PP
540
Prudential plc
United Kingdom
$302K -$298K -1,967 -49%
CSIC
541
Clifford Swan Investment Counsel
California
$301K – – –
IAA
542
Independent Advisor Alliance
North Carolina
$301K -$12.1K -80 -4%
SRL
543
Scientech Research LLC
New Jersey
$300K +$307K +2,023 New
OAM
544
Occidental Asset Management
California
$298K +$304K +2,004 New
BAM
545
Blueshift Asset Management
New Jersey
$296K -$268K -1,769 -47%
CTC
546
Cetera Trust Company
Minnesota
$293K +$30.3K +200 +11%
AWA
547
Arete Wealth Advisors
Illinois
$290K +$296K +1,950 New
AAIS
548
ABN AMRO Investment Solutions
$289K -$35.9K -237 -11%
GSCM
549
Greenfield Seitz Capital Management
Texas
$288K – – –
BWIA
550
Bryant Woods Investment Advisors
New York
$287K – – –
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