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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
701
Fortitude Family Office
Arizona
$10.5K +$1.64K +10 +17%
GEA
702
Glen Eagle Advisors
New Jersey
$10K -$4.1K -25 -27%
EWP
703
Elevation Wealth Partners
California
$9.72K – – –
WTA
704
Washington Trust Advisors
Massachusetts
$9.72K – – –
BIA
705
Bell Investment Advisors
California
$9.72K +$1.64K +10 +18%
RDIA
706
RE Dickinson Investment Advisors
Iowa
$9.6K – – –
LI
707
LRI Investments
Florida
$9.57K – – –
CAS
708
Coppell Advisory Solutions
Texas
$8.98K – – –
TWD
709
True Wealth Design
Ohio
$8.83K +$9.68K +59 New
GC
710
Gould Capital
Washington
$8.23K – – –
CIA
711
Cape Investment Advisory
Georgia
$7.77K +$164 +1 +2%
PMFA
712
Plante Moran Financial Advisors
Michigan
$7.63K – – –
BAM
713
Byrne Asset Management
New Jersey
$7.48K – – –
A
714
AlphaQuest
New York
$7.48K +$8.2K +50 New
EA
715
Evolution Advisers
Virginia
$7K – – –
LSA
716
Leonteq Securities AG
Switzerland
$6.43K +$7.05K +43 New
AWM
717
Avior Wealth Management
Nebraska
$6.28K +$1.15K +7 +20%
SSB
718
Sandy Spring Bank
Maryland
$6.13K +$6.72K +41 New
FMP
719
Financial Management Professionals
Texas
$5.98K -$656 -4 -9%
NWWA
720
New Wave Wealth Advisors
Arkansas
$5.86K +$6.39K +39 New
RTL
721
Red Tortoise LLC
Georgia
$5.83K – – –
MSWM
722
Mowery & Schoenfeld Wealth Management
Illinois
$5.09K +$5.58K +34 New
AW
723
Avion Wealth
Texas
$5K -$164 -1 -3%
DF
724
Dunhill Financial
United Kingdom
$4.82K +$1.15K +7 +28%
KFI
725
Key Financial Inc
Pennsylvania
$4.64K – – –
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