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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
601
Muzinich & Co
New York
$67.1K +$39.9K +283 +124%
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$64.6K -$18.3K -130 -21%
SWM
603
Spire Wealth Management
Virginia
$63.5K -$4.51K -32 -6%
TCIIS
604
TIAA-CREF Individual & Institutional Services
New York
$55.5K +$59.6K +423 New
BWA
605
Basecamp Wealth Advisors
Washington
$53.6K +$564 +4 +1%
MHR
606
Matthew Hamilton Rosenberg
$53.4K +$19.9K +141 +53%
SIS
607
Sound Income Strategies
Florida
$51.9K – – –
CFD
608
Creative Financial Designs
Indiana
$51.4K +$9.44K +67 +21%
MFC
609
Mechanics Financial Corp
Ohio
$51K – – –
BTI
610
Blue Trust Inc
Georgia
$50.2K -$35.5K -252 -40%
DMBA
611
Deseret Mutual Benefit Administrators
Utah
$48.4K +$24.2K +172 +87%
FAM
612
Fulcrum Asset Management
United Kingdom
$46.7K – – –
API
613
Asset Planning Inc
California
$45.9K – – –
AAG
614
Armstrong Advisory Group
Massachusetts
$45.4K -$5.36K -38 -10%
ZBNA
615
Zions Bancorporation, National Association
Utah
$43.1K +$3.38K +24 +8%
PWPS
616
Pinnacle Wealth Planning Services
Ohio
$42.6K +$31.6K +224 +222%
QC
617
Quent Capital
New York
$42.4K -$21.8K -155 -32%
WSFG
618
Wall Street Financial Group
Illinois
$41.2K +$44.3K +314 New
RIL
619
Rothschild Investment LLC
Illinois
$41.1K +$12.1K +86 +38%
ST
620
Smithfield Trust
Pennsylvania
$41K – – –
VCM
621
Versant Capital Management
Arizona
$39.7K +$27.9K +198 +189%
NEWAS
622
N.E.W. Advisory Services
Wisconsin
$39.6K +$42.6K +302 New
HFM
623
Harvest Fund Management
China
$39K +$41.4K +294 New
CM
624
Capula Management
Cayman Islands
$36.7K +$39.5K +280 New
C
625
Covestor
United Kingdom
$36K -$56.4K -400 -59%
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25
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