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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
676
Oakworth Capital
Alabama
$2.5K – – –
S
677
Sachetta
Massachusetts
$2.25K – – –
IHWM
678
Iron Horse Wealth Management
Iowa
$2.21K – – –
FHA
679
First Horizon Advisors
Tennessee
$2.06K – – –
PP
680
Paloma Partners
Connecticut
$2.06K +$2.04K +14 New
HCM
681
Hollencrest Capital Management
California
$1.91K – – –
HCP
682
Hexagon Capital Partners
Arkansas
$1.76K – – –
TFM
683
TFC Financial Management
Massachusetts
$1.76K +$146 +1 +9%
MA
684
MCF Advisors
Kentucky
$1.76K +$292 +2 +20%
AF
685
Advisornet Financial
Minnesota
$1.76K +$437 +3 +33%
IPW
686
Impact Partnership Wealth
Georgia
$1.62K -$7.58K -52 -83%
DF
687
Dunhill Financial
United Kingdom
$1.61K +$292 +2 +22%
WTC
688
WhitTier Trust Company
Nevada
$1.47K -$33.4K -229 -96%
SIS
689
Sound Income Strategies
Florida
$1.47K – – –
CP
690
Castleview Partners
Texas
$1.32K – – –
CTA
691
Colonial Trust Advisors
South Carolina
$1.18K -$1.46K -10 -56%
T
692
Tidemark
California
$1.18K – – –
WWP
693
WR Wealth Planners
Missouri
$1.18K +$1.17K +8 New
AP
694
Aspect Partners
Virginia
$1.03K +$292 +2 +40%
ADL
695
Asset Dedication LLC
California
$1K -$4.96K -34 -89%
CPG
696
Cornerstone Planning Group
New Jersey
$994 +$729 +5 +250%
AFWM
697
Abich Financial Wealth Management
Virginia
$882 – – –
NSIM
698
North Star Investment Management
Illinois
$882 – – –
NL
699
NVWM LLC
Pennsylvania
$743 +$729 +5 New
FGAM
700
Financial Gravity Asset Management
Texas
$593 +$583 +4 New
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