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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
651
Westfuller Advisors
New York
$8.44K +$136 +1 +2%
LI
652
LRI Investments
Florida
$8.33K – – –
PWMG
653
Prestige Wealth Management Group
New Jersey
$7.68K -$418K -3,069 -98%
BIM
654
Brentview Investment Management
Illinois
$7.29K -$2.78M -20,386 -100%
FMP
655
Financial Management Professionals
Texas
$7.29K +$818 +6 +12%
GC
656
Gould Capital
Washington
$7.16K – – –
HNW
657
High Note Wealth
Minnesota
$6.9K +$1.5K +11 +26%
MA
658
MCF Advisors
Kentucky
$6.77K +$7.09K +52 New
PMFA
659
Plante Moran Financial Advisors
Michigan
$6.64K – – –
BAM
660
Byrne Asset Management
New Jersey
$6.51K – – –
WIM
661
Westside Investment Management
California
$6.16K – – –
CAM
662
Costello Asset Management
Pennsylvania
$6.12K +$6.41K +47 New
EA
663
Evolution Advisers
Virginia
$6K – – –
HIA
664
Harbor Investment Advisory
Maryland
$5.86K – – –
HHMI
665
Howard Hughes Medical Institute
Maryland
$5.86K – – –
1IA
666
1620 Investment Advisors
Massachusetts
$5.73K -$2.59K -19 -30%
RF
667
Rossby Financial
Florida
$5.6K +$3.54K +26 +153%
RTL
668
Red Tortoise LLC
Georgia
$5.08K – – –
FFO
669
Fortitude Family Office
Arizona
$4.82K -$2.32K -17 -31%
GEA
670
Glen Eagle Advisors
New Jersey
$4.43K – – –
RWM
671
Raffa Wealth Management
District of Columbia
$4.43K – – –
DWM
672
Dogwood Wealth Management
Kansas
$4.3K +$1.23K +9 +38%
MSWM
673
Mowery & Schoenfeld Wealth Management
Illinois
$3.91K – – –
KFI
674
Key Financial Inc
Pennsylvania
$3.78K – – –
AFC
675
Ares Financial Consulting
California
$3.78K +$3.95K +29 New
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