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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
626
Caldwell Trust
Florida
$17.4K – – –
EIP
627
Essential Investment Partners
Colorado
$17.4K +$18.3K +134 New
GKIM
628
GW&K Investment Management
Massachusetts
$17K -$1.5K -11 -8%
BIA
629
Bell Investment Advisors
California
$16.4K +$9.82K +72 +133%
WAG
630
Wiser Advisor Group
Arizona
$15.6K +$273 +2 +2%
PB
631
Prosperity Bancshares
Texas
$14.8K +$15.5K +114 New
BWL
632
Bogart Wealth LLC
Virginia
$14.5K +$1.64K +12 +12%
VCM
633
Versant Capital Management
Arizona
$13.7K -$14.7K -108 -51%
DWS
634
Dynamic Wealth Strategies
California
$13.7K – – –
RBI
635
Raiffeisen Bank International
Austria
$13.4K – – –
AWM
636
Activest Wealth Management
Florida
$13.3K +$8.04K +59 +137%
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$13.2K +$13.8K +101 New
HWA
638
Heritage Wealth Advisors
Virginia
$13K – – –
PWMG
639
Private Wealth Management Group
New Jersey
$12.4K -$6.82K -50 -34%
PGAM
640
Princeton Global Asset Management
New Jersey
$11.8K +$11.3K +83 +1,038%
TPCW
641
TD Private Client Wealth
New York
$11.7K -$2.18K -16 -15%
MTIC
642
Missouri Trust & Investment Company
Missouri
$11.7K – – –
CPG
643
Cornerstone Planning Group
New Jersey
$11.5K +$409 +3 +4%
RFG
644
REAP Financial Group
Texas
$9.77K – – –
BGAI
645
Bruce G. Allen Investments
Colorado
$9.64K -$17.2K -126 -63%
SR
646
Swiss Re
Switzerland
$9.64K +$10.1K +74 New
MCM
647
MV Capital Management
Maryland
$9.51K -$3.14K -23 -24%
TSMHT
648
Thurston Springer Miller Herd & Titak
Indiana
$8.59K +$9K +66 New
EWP
649
Elevation Wealth Partners
California
$8.46K – – –
WTA
650
Washington Trust Advisors
Massachusetts
$8.46K – – –
24 25
26
27 28