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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
701
Financial Management Professionals
Texas
$6K -$17.3K -119 -76%
FFA
702
Frazier Financial Advisors
Ohio
$5.59K – – –
JPWM
703
Jamison Private Wealth Management
Georgia
$5.44K – – –
CFD
704
Creative Financial Designs
Indiana
$5.44K – – –
FNWA
705
Financial Network Wealth Advisors
Utah
$5.27K +$4.81K +33 New
AW
706
Avion Wealth
Texas
$5K +$2.77K +19 +106%
AWM
707
Abound Wealth Management
Tennessee
$4.98K – – –
BWL
708
Bogart Wealth LLC
Virginia
$4.66K – – –
TWP
709
Triad Wealth Partners
Kansas
$4.66K +$4.37K +30 New
KFI
710
Key Financial Inc
Pennsylvania
$4.51K – – –
EBA
711
Eagle Bay Advisors
New York
$4.22K – – –
WWM
712
Wolff Wiese Magana
California
$4.2K – – –
AF
713
Advisornet Financial
Minnesota
$4.2K +$2.19K +15 +125%
CFB
714
Cullen/Frost Bankers
Texas
$4.04K -$583 -4 -13%
AWM
715
Avior Wealth Management
Nebraska
$4.04K -$10.8K -74 -74%
TWC
716
TD Waterhouse Canada
Ontario, Canada
$3.95K – – –
AEPWM
717
Atlantic Edge Private Wealth Management
Florida
$3.89K – – –
WWP
718
WR Wealth Planners
Missouri
$3.88K +$2.48K +17 +213%
GIM
719
Gold Investment Management
Alberta, Canada
$3.73K – – –
HIA
720
Harbor Investment Advisory
Maryland
$3.11K +$146 +1 +5%
IRC
721
Investors Research Corp
Georgia
$2.95K – – –
RWM
722
Raffa Wealth Management
District of Columbia
$2.8K – – –
IBOK
723
Independence Bank of Kentucky
Kentucky
$2.64K – – –
OC
724
Oakworth Capital
Alabama
$2.64K – – –
CWP
725
Concord Wealth Partners
Virginia
$2.64K +$2.48K +17 New
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