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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$8.18K – – –
CIA
652
Cape Investment Advisory
Georgia
$8.17K – – –
PWMG
653
Provence Wealth Management Group
California
$8.02K – – –
EA
654
Evolution Advisers
Virginia
$8K – – –
FWM
655
FSA Wealth Management
Massachusetts
$8K +$6.23K +49 New
BIA
656
Bell Investment Advisors
California
$7.86K -$636 -5 -9%
JWM
657
Janiczek Wealth Management
Colorado
$7.05K -$2.03K -16 -27%
RTL
658
Red Tortoise LLC
Georgia
$6.25K -$254 -2 -5%
TCWA
659
Turtle Creek Wealth Advisors
Texas
$6.25K +$4.96K +39 New
ADL
660
Asset Dedication LLC
California
$6K -$763 -6 -14%
JPWM
661
Jamison Private Wealth Management
Georgia
$5.61K – – –
TWC
662
TD Waterhouse Canada
Ontario, Canada
$5.14K – – –
SL
663
Salomon & Ludwin
Virginia
$4.99K – – –
BWL
664
Bogart Wealth LLC
Virginia
$4.81K – – –
CFB
665
Cullen/Frost Bankers
Texas
$4.81K – – –
AWM
666
Abound Wealth Management
Tennessee
$4.65K +$890 +7 +32%
KFI
667
Key Financial Inc
Pennsylvania
$4.65K – – –
MSWM
668
McGlone Suttner Wealth Management
Wisconsin
$4.58K +$3.69K +29 New
EBA
669
Eagle Bay Advisors
New York
$4.33K – – –
WWM
670
Wolff Wiese Magana
California
$4.33K – – –
AEPWM
671
Atlantic Edge Private Wealth Management
Florida
$4.01K +$3.18K +25 New
CAS
672
Coppell Advisory Solutions
Texas
$3.96K +$3.18K +25 New
GIM
673
Gold Investment Management
Alberta, Canada
$3.85K +$3.05K +24 New
BF
674
BOK Financial
Oklahoma
$3.85K +$2.29K +18 +300%
AAP
675
Arax Advisory Partners
Colorado
$3.69K +$2.29K +18 +360%
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