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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
651
Whittier Trust
California
$36.4K -$185K -1,293 -84%
TWD
652
True Wealth Design
Ohio
$33.4K +$21.9K +153 +199%
GSWM
653
Golden State Wealth Management
California
$33.4K – – –
CCWM
654
Cassaday & Co Wealth Management
Virginia
$33.1K – – –
CA
655
Centerpoint Advisors
Massachusetts
$32K +$286 +2 +0.9%
CWIG
656
Chung Wu Investment Group
Texas
$29.1K – – –
RBI
657
Raiffeisen Bank International
Austria
$27.6K +$12K +84 +82%
WTC
658
WhitTier Trust Company
Nevada
$27.5K – – –
CAL
659
Capital Advisors Ltd
Ohio
$27K – – –
T
660
TOBAM
France
$27K – – –
QL
661
Quarry LP
New York
$26.7K +$26.3K +184 New
NFSG
662
Newbridge Financial Services Group
Florida
$26.2K – – –
SWM
663
SHP Wealth Management
Massachusetts
$25.5K -$2.14K -15 -8%
HFM
664
Harvest Fund Management
China
$25K -$17.6K -123 -42%
MAM
665
Meeder Asset Management
Ohio
$23.2K +$22.9K +160 New
BA
666
Blueline Advisors
New Hampshire
$22.1K – – –
GKIM
667
GW&K Investment Management
Massachusetts
$22K -$143 -1 -0.6%
DCM
668
Davis Capital Management
Florida
$21.9K +$572 +4 +3%
TFA
669
Transamerica Financial Advisors
Florida
$21.9K -$3.57K -25 -14%
DIP
670
DT Investment Partners
Pennsylvania
$20.6K – – –
BONH
671
Bank of New Hampshire
New Hampshire
$20.1K – – –
CT
672
Caldwell Trust
Florida
$19.5K – – –
EIP
673
Essential Investment Partners
Colorado
$19.5K – – –
C
674
Covestor
United Kingdom
$19K -$21.2K -148 -54%
BWS
675
Buck Wealth Strategies
Colorado
$18.8K +$18.4K +129 New
25 26
27
28 29