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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
651
EverSource Wealth Advisors
Alabama
$102K -$26.8K -177 -20%
ETS
652
ESL Trust Services
New York
$99.6K – – –
CH
653
Cromwell Holdings
Wyoming
$98.4K +$1.82K +12 +2%
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$98K +$29.7K +196 +42%
SAM
655
Sherman Asset Management
California
$93K – – –
CTC
656
Central Trust Company
Missouri
$91.8K -$43.4K -286 -32%
LC
657
Lindbrook Capital
California
$91.2K +$13.8K +91 +17%
BBHC
658
Brown Brothers Harriman & Co
New York
$90K -$455 -3 -0.5%
PFBT
659
Parkside Financial Bank & Trust
Missouri
$89.4K +$4.25K +28 +5%
ABWM
660
Alpine Bank Wealth Management
Colorado
$86.4K +$88.3K +582 New
GAM
661
Generali Asset Management
Italy
$83.3K – – –
GXJ
662
Global X Japan
Japan
$82.9K +$16.8K +111 +25%
MC
663
Muzinich & Co
New York
$81.4K – – –
AT
664
Avalon Trust
New Mexico
$79K +$80.7K +532 New
WF
665
Wayfinding Financial
Washington
$76K +$77.8K +513 New
BCMLT
666
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.7K – – –
CA
667
Cornerstone Advisors
North Carolina
$74.2K – – –
MCM
668
Manchester Capital Management
Vermont
$66.5K +$5.61K +37 +9%
AAG
669
Armstrong Advisory Group
Massachusetts
$62.5K – – –
ANBT
670
American National Bank & Trust
Texas
$59.4K – – –
MFC
671
Mechanics Financial Corp
Ohio
$57.8K – – –
TWD
672
True Wealth Design
Ohio
$53.6K +$45.8K +302 +512%
API
673
Asset Planning Inc
California
$52K – – –
ZBNA
674
Zions Bancorporation, National Association
Utah
$49.9K +$51K +336 New
QC
675
Quent Capital
New York
$48.6K – – –
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