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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
701
Avion Wealth
Texas
$2K -$3.41K -25 -53%
SC
702
SouthState Corp
Florida
$1.95K -$3K -22 -59%
TFM
703
TFC Financial Management
Massachusetts
$1.95K +$545 +4 +36%
SWP
704
Strategic Wealth Partners
Ohio
$1.95K +$1.23K +9 +150%
TAM
705
Tucker Asset Management
Colorado
$1.95K +$2.04K +15 New
CFG
706
Clayton Financial Group
Missouri
$1.82K -$2.18K -16 -53%
S
707
Sachetta
Massachusetts
$1.82K – – –
FHC
708
First Horizon Corporation
Tennessee
$1.82K – – –
GBT
709
Grove Bank & Trust
Florida
$1.82K – – –
HCM
710
Hollencrest Capital Management
California
$1.69K – – –
AF
711
Aviso Financial
Ontario, Canada
$1.69K – – –
KFG
712
Kingdom Financial Group
Arizona
$1.53K +$1.64K +12 New
AF
713
Advisornet Financial
Minnesota
$1.46K – – –
FC
714
Financial Consulate
Maryland
$1.3K -$545 -4 -29%
JSAM
715
J. Safra Asset Management
New York
$1.3K – – –
WWA
716
Wealth Watch Advisors
Colorado
$1.3K +$682 +5 +100%
SEP
717
Signature Equity Partners
Ohio
$1.26K +$1.36K +10 New
FAMI
718
Fideuram Asset Management (Ireland)
$1.25K +$1.23K +9 New
AG
719
AmeriFlex Group
Nevada
$1.17K -$1.23K -9 -50%
SFCL
720
Strengthening Families & Communities LLC
Massachusetts
$1.17K -$409 -3 -25%
IWM
721
IMG Wealth Management
Florida
$1.17K – – –
CT
722
Colonial Trust
South Carolina
$1.04K +$545 +4 +100%
PWA
723
Principia Wealth Advisory
Texas
$912 -$273 -2 -22%
AP
724
Aspect Partners
Virginia
$912 – – –
BFPW
725
BOK Financial Private Wealth
Colorado
$912 – – –
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