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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
651
Plato Investment Management
Australia
$15.5K -$137K -975 -89%
PWMG
652
Private Wealth Management Group
New Jersey
$15.5K +$3.24K +23 +24%
AGWCA
653
Annis Gardner Whiting Capital Advisors
Florida
$15.3K -$14K -99 -46%
TPCW
654
TD Private Client Wealth
New York
$15.3K +$3.81K +27 +30%
SL
655
Salomon & Ludwin
Virginia
$15.1K -$7.05K -50 -31%
PB
656
Prosperity Bancshares
Texas
$14.9K – – –
AWM
657
Activest Wealth Management
Florida
$14.7K +$1.41K +10 +10%
DWS
658
Dynamic Wealth Strategies
California
$13.8K – – –
TPWA
659
Twin Peaks Wealth Advisors
California
$13.2K +$14.2K +101 New
IAAG
660
Innovative Asset Advisors Group
Connecticut
$13.1K +$14.1K +100 New
RBI
661
Raiffeisen Bank International
Austria
$13.1K – – –
OCWP
662
Owl Creek Wealth Partners
Colorado
$12.1K +$13K +92 New
MTIC
663
Missouri Trust & Investment Company
Missouri
$11.8K – – –
KAS
664
Kemnay Advisory Services
New York
$11K +$11.8K +84 New
PGAM
665
Princeton Global Asset Management
New Jersey
$10.9K -$1.13K -8 -9%
EWP
666
Elevation Wealth Partners
California
$10.5K +$2.11K +15 +23%
TWD
667
True Wealth Design
Ohio
$10.1K -$9.02K -64 -45%
OAJ
668
Ogorek Anthony Joseph
New York
$10K +$7.33K +52 +193%
BGAI
669
Bruce G. Allen Investments
Colorado
$9.7K – – –
SR
670
Swiss Re
Switzerland
$9.7K – – –
MCM
671
MV Capital Management
Maryland
$8.92K -$705 -5 -7%
KFAS
672
Keating Financial Advisory Services
Kansas
$8.79K +$8.74K +62 +1,240%
WTA
673
Washington Trust Advisors
Massachusetts
$8.52K – – –
HNW
674
High Note Wealth
Minnesota
$8.52K +$1.69K +12 +23%
S
675
Sachetta
Massachusetts
$8.39K +$7.05K +50 +357%
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