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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
676
Bell Investment Advisors
California
$18.2K -$143 -1 -0.8%
WAG
677
Wiser Advisor Group
Arizona
$17.8K +$286 +2 +2%
EWP
678
Elevation Wealth Partners
California
$16K +$4.29K +30 +38%
TPCW
679
TD Private Client Wealth
New York
$15.5K -$1.43K -10 -9%
CPG
680
Cornerstone Planning Group
New Jersey
$15.5K -$1.86K -13 -11%
SL
681
Salomon & Ludwin
Virginia
$15.5K -$1.14K -8 -7%
DWS
682
Dynamic Wealth Strategies
California
$15.3K – – –
OCM
683
Osbon Capital Management
Massachusetts
$15.1K +$14.9K +104 New
OAG
684
Oakmont Advisory Group
New Mexico
$15.1K +$14.9K +104 New
PWMG
685
Private Wealth Management Group
New Jersey
$14.1K -$3K -21 -18%
OCWP
686
Owl Creek Wealth Partners
Colorado
$14.1K +$715 +5 +5%
JGCM
687
Joseph Group Capital Management
Ohio
$13.9K +$5.29K +37 +63%
AWM
688
Activest Wealth Management
Florida
$13.2K -$3K -21 -19%
DWM
689
Dogwood Wealth Management
Kansas
$13.2K +$4.72K +33 +57%
KAS
690
Kemnay Advisory Services
New York
$12.8K +$572 +4 +5%
IFWM
691
Institute for Wealth Management
Colorado
$12.4K +$12.1K +85 New
S
692
Sachetta
Massachusetts
$11.9K +$2.57K +18 +28%
BGAI
693
Bruce G. Allen Investments
Colorado
$11.6K +$858 +6 +8%
KFAS
694
Keating Financial Advisory Services
Kansas
$11.5K +$1.72K +12 +18%
OAJ
695
Ogorek Anthony Joseph
New York
$11K – – –
WTA
696
Washington Trust Advisors
Massachusetts
$10.9K +$1.43K +10 +15%
MCM
697
MV Capital Management
Maryland
$10.2K +$286 +2 +3%
IA
698
IFG Advisory
Georgia
$10.2K +$10K +70 New
MCA
699
McGuire Capital Advisors
Oklahoma
$10K +$3.43K +24 +53%
HNW
700
High Note Wealth
Minnesota
$9.88K +$429 +3 +5%
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