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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
676
DT Investment Partners
Pennsylvania
$20.6K – – –
BONH
677
Bank of New Hampshire
New Hampshire
$20.1K – – –
CT
678
Caldwell Trust
Florida
$19.5K – – –
EIP
679
Essential Investment Partners
Colorado
$19.5K – – –
C
680
Covestor
United Kingdom
$19K -$21.2K -148 -54%
BWS
681
Buck Wealth Strategies
Colorado
$18.8K +$18.4K +129 New
BIA
682
Bell Investment Advisors
California
$18.2K -$143 -1 -0.8%
WAG
683
Wiser Advisor Group
Arizona
$17.8K +$286 +2 +2%
EWP
684
Elevation Wealth Partners
California
$16K +$4.29K +30 +38%
TPCW
685
TD Private Client Wealth
New York
$15.5K -$1.43K -10 -9%
CPG
686
Cornerstone Planning Group
New Jersey
$15.5K -$1.86K -13 -11%
SL
687
Salomon & Ludwin
Virginia
$15.5K -$1.14K -8 -7%
DWS
688
Dynamic Wealth Strategies
California
$15.3K – – –
OCM
689
Osbon Capital Management
Massachusetts
$15.1K +$14.9K +104 New
OAG
690
Oakmont Advisory Group
New Mexico
$15.1K +$14.9K +104 New
PWMG
691
Private Wealth Management Group
New Jersey
$14.1K -$3K -21 -18%
OCWP
692
Owl Creek Wealth Partners
Colorado
$14.1K +$715 +5 +5%
JGCM
693
Joseph Group Capital Management
Ohio
$13.9K +$5.29K +37 +63%
AWM
694
Activest Wealth Management
Florida
$13.2K -$3K -21 -19%
DWM
695
Dogwood Wealth Management
Kansas
$13.2K +$4.72K +33 +57%
KAS
696
Kemnay Advisory Services
New York
$12.8K +$572 +4 +5%
IFWM
697
Institute for Wealth Management
Colorado
$12.4K +$12.1K +85 New
S
698
Sachetta
Massachusetts
$11.9K +$2.57K +18 +28%
BGAI
699
Bruce G. Allen Investments
Colorado
$11.6K +$858 +6 +8%
KFAS
700
Keating Financial Advisory Services
Kansas
$11.5K +$1.72K +12 +18%
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