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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
551
Vigilant Capital Management
Maine
$7K – – –
MCM
552
MV Capital Management
Maryland
$7K +$2.3K +13 +48%
GWS
553
Glassman Wealth Services
Virginia
$7K +$2.83K +16 +57%
AS
554
Altshuler Shaham
Israel
$7K +$7.25K +41 New
GPA
555
Guidance Point Advisors
Massachusetts
$7K +$7.6K +43 New
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
TWA
557
TCI Wealth Advisors
Arizona
$6K +$177 +1 +3%
KIG
558
Kowal Investment Group
Wisconsin
$6K +$6.36K +36 New
FHA
559
First Horizon Advisors
Tennessee
$5K -$42.1K -238 -88%
TFS
560
TrustCore Financial Services
Tennessee
$5K – – –
CA
561
Clearstead Advisors
Ohio
$5K +$3.18K +18 +164%
RWM
562
Raffa Wealth Management
District of Columbia
$4.37K – – –
BU
563
BBVA USA
Alabama
$4K – – –
BWA
564
BDO Wealth Advisors
Florida
$4K – – –
FMP
565
Financial Management Professionals
Texas
$4K – – –
DOA
566
D'Orazio & Associates
Virginia
$4K +$3.71K +21 New
HIA
567
Harbor Investment Advisory
Maryland
$3K – – –
SBL
568
Sargent Bickham Lagudis
Colorado
$3K – – –
TFO
569
Tarbox Family Office
California
$3K – – –
FPS
570
Fieldpoint Private Securities
Connecticut
$3K +$1.77K +10 +200%
CFA
571
Carroll Financial Associates
North Carolina
$3K +$2.48K +14 +175%
RTL
572
Red Tortoise LLC
Georgia
$3K +$2.65K +15 New
EWM
573
Edge Wealth Management
New York
$3K +$3.36K +19 New
CWC
574
Carolinas Wealth Consulting
North Carolina
$2K – – –
WWM
575
Wolff Wiese Magana
California
$2K – – –
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