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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
551
First Citizens Bank & Trust
North Carolina
$241K – – –
AFG
552
Atomi Financial Group
New York
$239K +$862 +6 +0.4%
GS
553
GTS Securities
Florida
$238K -$25.6K -178 -10%
MBT
554
Montecito Bank & Trust
California
$238K +$242K +1,686 New
PCM
555
Parsons Capital Management
Rhode Island
$236K – – –
SAI
556
Savvy Advisors Inc
New York
$235K +$240K +1,669 New
MSFS
557
Main Street Financial Solutions
Pennsylvania
$234K -$30.6K -213 -11%
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$232K – – –
QFW
559
QTR Family Wealth
Florida
$231K +$36K +251 +18%
AUB
560
Atlantic Union Bankshares
Virginia
$231K +$236K +1,640 New
SWP
561
Sagespring Wealth Partners
Tennessee
$231K -$53.3K -371 -18%
SC
562
Syon Capital
California
$231K +$235K +1,639 New
DOA
563
D'Orazio & Associates
Virginia
$229K -$14.1K -98 -6%
S
564
SignatureFD
Georgia
$229K -$5.89K -41 -2%
AA
565
Auxano Advisors
Washington
$229K +$144 +1 +0.1%
CAL
566
Capital Analysts LLC
Pennsylvania
$227K -$7.04K -49 -3%
CRIG
567
Charter Research & Investment Group
Connecticut
$227K – – –
GHAM
568
Gilman Hill Asset Management
Connecticut
$227K +$8.62K +60 +4%
FTWA
569
Fifth Third Wealth Advisors
Ohio
$227K +$231K +1,610 New
PAM
570
Parvin Asset Management
South Dakota
$223K +$71.8K +500 +46%
PFC
571
Phocas Financial Corp
California
$221K -$36.8K -256 -14%
CNBOF
572
City National Bank of Florida
Florida
$220K +$17.4K +121 +8%
PFM
573
Patton Fund Management
Texas
$220K – – –
SWP
574
Stratos Wealth Partners
Ohio
$218K +$223K +1,550 New
SSWM
575
Sheets Smith Wealth Management
North Carolina
$217K – – –
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