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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
701
State of Wyoming
Wyoming
$20.1K +$19.8K +136 New
CT
702
Caldwell Trust
Florida
$19.8K – – –
VCM
703
Versant Capital Management
Arizona
$19.6K -$2.47K -17 -11%
RA
704
Rise Advisors
New York
$19K +$146 +1 +0.8%
GKIM
705
GW&K Investment Management
Massachusetts
$19K +$3.06K +21 +19%
SS
706
Sunbelt Securities
Texas
$17.8K – – –
TPCW
707
TD Private Client Wealth
New York
$17K +$2.18K +15 +15%
KIM
708
Kestra Investment Management
Texas
$16.2K – – –
TWD
709
True Wealth Design
Ohio
$14.9K -$37.8K -260 -72%
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.7K -$248K -1,702 -94%
GWSG
711
GPS Wealth Strategies Group
Colorado
$14.7K – – –
HWA
712
Heritage Wealth Advisors
Virginia
$14.7K – – –
BWL
713
Bogart Wealth LLC
Virginia
$14.6K +$9.17K +63 +175%
DWS
714
Dynamic Wealth Strategies
California
$14.3K -$14.4K -99 -51%
HI
715
Harbour Investments
Wisconsin
$14K -$1.02K -7 -7%
MTIC
716
Missouri Trust & Investment Company
Missouri
$13.3K – – –
TPWA
717
Twin Peaks Wealth Advisors
California
$11.8K +$12.7K +87 New
MCM
718
MV Capital Management
Maryland
$11.6K -$1.31K -9 -10%
RFG
719
REAP Financial Group
Texas
$11.1K +$10.9K +75 New
TFGT
720
TS Financial Group (TSFG)
Illinois
$11K – – –
LCM
721
Logan Capital Management
Pennsylvania
$10.8K -$33.3K -229 -76%
PTC
722
Private Trust Company
Ohio
$10.6K -$7.71K -53 -42%
SC
723
SouthState Corp
Florida
$10.6K -$2.91K -20 -22%
BIA
724
Bell Investment Advisors
California
$10.6K +$1.02K +7 +11%
EWP
725
Elevation Wealth Partners
California
$9.58K – – –
27 28
29
30 31