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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
726
Private Trust Company
Ohio
$5.67K -$572 -4 -9%
BFPW
727
BOK Financial Private Wealth
Colorado
$5.52K +$4.43K +31 +443%
CM
728
Capula Management
Cayman Islands
$5.23K -$34.9K -244 -87%
FFO
729
Fortitude Family Office
Arizona
$5.09K – – –
CA
730
Crewe Advisors
Utah
$5.09K +$5K +35 New
GEA
731
Glen Eagle Advisors
New Jersey
$4.94K – – –
AFC
732
Ares Financial Consulting
California
$4.21K – – –
KFI
733
Key Financial Inc
Pennsylvania
$4.21K – – –
NSIM
734
North Star Investment Management
Illinois
$3.92K – – –
AEPWM
735
Atlantic Edge Private Wealth Management
Florida
$3.63K – – –
APW
736
Allied Private Wealth
Florida
$3.6K +$3.57K +25 New
GIM
737
Gold Investment Management
Alberta, Canada
$3.49K – – –
PIS
738
POM Investment Strategies
North Carolina
$3.49K – – –
PIM
739
Plato Investment Management
Australia
$3.47K -$13.4K -94 -80%
JSAM
740
J. Safra Asset Management
New York
$3.34K -$429 -3 -12%
M
741
MOTCO
Texas
$3.34K +$715 +5 +28%
SIM
742
Synergy Investment Management
Florida
$3.2K -$143 -1 -4%
ITIM
743
Indiana Trust & Investment Management
Indiana
$3.2K – – –
DWM
744
Darwin Wealth Management
Florida
$3.05K – – –
DF
745
Dunhill Financial
United Kingdom
$2.96K -$143 -1 -5%
SIC
746
SJS Investment Consulting
Ohio
$2.91K – – –
IRC
747
Investors Research Corp
Georgia
$2.76K – – –
MAM
748
Marquette Asset Management
Minnesota
$2.76K – – –
APFP
749
Action Point Financial Planning
Michigan
$2.62K +$2.57K +18 New
WWM
750
Wolff Wiese Magana
California
$2.47K – – –
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