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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
701
Gould Capital
Washington
$9.91K – – –
NIC
702
Northwest Investment Counselors
Oregon
$9.55K +$8.95K +53 New
PMFA
703
Plante Moran Financial Advisors
Michigan
$9.19K – – –
CIA
704
Cape Investment Advisory
Georgia
$9.18K – – –
BAM
705
Byrne Asset Management
New Jersey
$9.01K – – –
EA
706
Evolution Advisers
Virginia
$9K – – –
FMP
707
Financial Management Professionals
Texas
$8K +$1.01K +6 +16%
BFPW
708
BOK Financial Private Wealth
Colorado
$7.39K – – –
SL
709
Salomon & Ludwin
Virginia
$7.03K -$338 -2 -5%
RTL
710
Red Tortoise LLC
Georgia
$7.03K – – –
AW
711
Avion Wealth
Texas
$7K +$506 +3 +8%
FHA
712
First Horizon Advisors
Tennessee
$6.67K -$5.4K -32 -46%
CFD
713
Creative Financial Designs
Indiana
$6.31K – – –
JPWM
714
Jamison Private Wealth Management
Georgia
$6.31K – – –
AWM
715
Avior Wealth Management
Nebraska
$6.31K +$1.52K +9 +35%
CPA
716
Capital Performance Advisors
California
$5.85K +$5.4K +32 New
AWM
717
Abound Wealth Management
Tennessee
$5.77K – – –
KFI
718
Key Financial Inc
Pennsylvania
$5.59K +$338 +2 +7%
BWL
719
Bogart Wealth LLC
Virginia
$5.41K – – –
AF
720
Advisornet Financial
Minnesota
$5.04K +$169 +1 +4%
WWM
721
Wolff Wiese Magana
California
$4.87K – – –
TCOV
722
Trust Company of Vermont
Vermont
$4.68K +$4.39K +26 New
TWC
723
TD Waterhouse Canada
Ontario, Canada
$4.63K – – –
AEPWM
724
Atlantic Edge Private Wealth Management
Florida
$4.5K – – –
WWP
725
WR Wealth Planners
Missouri
$4.5K – – –
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