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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$35.3K -$4.45K -35 -14%
CA
602
Clearstead Advisors
Ohio
$34.8K -$6.99K -55 -20%
W
603
WealthCollab
Washington
$32.7K +$25.9K +204 New
EWA
604
EverSource Wealth Advisors
Alabama
$31.7K -$4.2K -33 -14%
GWS
605
Glassman Wealth Services
Virginia
$29.7K -$9.79K -77 -29%
GRP
606
Global Retirement Partners
California
$27.8K +$763 +6 +3%
QC
607
Quent Capital
New York
$27.7K – – –
CAM
608
Creekmur Asset Management
Illinois
$26.3K +$20.9K +164 New
CAL
609
Capital Advisors Ltd
Ohio
$26K +$1.14K +9 +6%
FMP
610
Financial Management Professionals
Texas
$25K +$127 +1 +0.6%
HPC
611
HM Payson & Co
Maine
$24.1K – – –
HI
612
Harbour Investments
Wisconsin
$23.6K +$1.02K +8 +6%
RIL
613
Rothschild Investment LLC
Illinois
$23.6K +$18.7K +147 New
EC
614
EdgeRock Capital
Colorado
$23.4K +$20.7K +163 New
BONH
615
Bank of New Hampshire
New Hampshire
$22.1K – – –
QL
616
Quarry LP
New York
$22.1K +$17.5K +138 New
ZB
617
Zions Bancorporation
Utah
$21.3K -$10K -79 -37%
DI
618
DAGCO Inc
Ohio
$21.3K +$16.9K +133 New
DWS
619
Dynamic Wealth Strategies
California
$21.3K +$16.9K +133 New
DIP
620
DT Investment Partners
Pennsylvania
$20.7K – – –
FCA
621
FinTrust Capital Advisors
South Carolina
$20K – – –
BTI
622
Blue Trust Inc
Georgia
$20K -$11.3K -89 -35%
TPCW
623
TD Private Client Wealth
New York
$19.2K -$11.3K -89 -43%
SS
624
Sunbelt Securities
Texas
$18.3K +$127 +1 +0.9%
WAG
625
Wiser Advisor Group
Arizona
$17.4K +$13.9K +109 New
23 24
25
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