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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
676
CoreCap Advisors
Michigan
$3.6K -$98.4K -722 -96%
WWM
677
Wolff Wiese Magana
California
$3.52K – – –
NSIM
678
North Star Investment Management
Illinois
$3.52K +$3.68K +27 New
PTC
679
Private Trust Company
Ohio
$3.39K -$4.5K -33 -56%
TCOV
680
Trust Company of Vermont
Vermont
$3.39K – – –
RFP
681
Root Financial Partners
California
$3.26K -$136 -1 -4%
AEPWM
682
Atlantic Edge Private Wealth Management
Florida
$3.26K – – –
LWMI
683
Legacy Wealth Management (Idaho)
Idaho
$3.26K – – –
GIM
684
Gold Investment Management
Alberta, Canada
$3.13K – – –
PIS
685
POM Investment Strategies
North Carolina
$3.13K +$3.27K +24 New
OAJ
686
Ogorek Anthony Joseph
New York
$3K – – –
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$14.6K -107 -82%
CIAS
688
CBIZ Investment Advisory Services
Ohio
$3K – – –
ITIM
689
Indiana Trust & Investment Management
Indiana
$2.87K – – –
DWM
690
Darwin Wealth Management
Florida
$2.73K – – –
AWM
691
Abound Wealth Management
Tennessee
$2.61K – – –
SIC
692
SJS Investment Consulting
Ohio
$2.6K +$2.73K +20 New
TWC
693
TD Waterhouse Canada
Ontario, Canada
$2.6K – – –
KG
694
Kilter Group
New York
$2.48K -$1.36K -10 -34%
IRC
695
Investors Research Corp
Georgia
$2.47K – – –
DF
696
Dunhill Financial
United Kingdom
$2.41K +$954 +7 +64%
M
697
MOTCO
Texas
$2.34K – – –
CFM
698
Cornerstone Financial Management
Massachusetts
$2.34K +$2.45K +18 New
OP
699
ORG Partners
Indiana
$2.21K +$409 +3 +21%
BSB
700
Bangor Savings Bank
Maine
$2.08K +$2.18K +16 New
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