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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
726
Iron Horse Wealth Management
Iowa
$2.33K – – –
S
727
Sachetta
Massachusetts
$2.28K – – –
HCM
728
Hollencrest Capital Management
California
$2.02K – – –
HCP
729
Hexagon Capital Partners
Arkansas
$1.86K – – –
MA
730
MCF Advisors
Kentucky
$1.86K – – –
UWS
731
Unique Wealth Strategies
Illinois
$1.76K +$1.75K +12 New
DF
732
Dunhill Financial
United Kingdom
$1.75K – – –
TFM
733
TFC Financial Management
Massachusetts
$1.71K -$146 -1 -8%
SIS
734
Sound Income Strategies
Florida
$1.55K – – –
VCM
735
Versant Capital Management
Arizona
$1.55K +$875 +6 +150%
CPG
736
Cornerstone Planning Group
New Jersey
$1.43K +$292 +2 +29%
CP
737
Castleview Partners
Texas
$1.4K – – –
AP
738
Aspect Partners
Virginia
$1.24K +$146 +1 +14%
SFCL
739
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.31K +9 New
BF
740
BOK Financial
Oklahoma
$932 -$3.5K -24 -80%
NSIM
741
North Star Investment Management
Illinois
$932 – – –
PCFFS
742
Pacific Center for Financial Services
California
$778 +$729 +5 New
ADL
743
Asset Dedication LLC
California
$622 – – –
HFS
744
Horizon Financial Services
North Carolina
$622 – – –
HI
745
Hoey Investments
Pennsylvania
$467 +$437 +3 New
NL
746
NVWM LLC
Pennsylvania
$466 -$292 -2 -40%
ECM
747
Everence Capital Management
Indiana
$423 – – –
PCMC
748
Planning Capital Management Corporation
Pennsylvania
$156 – – –
CTB
749
Country Trust Bank
Illinois
$155 +$146 +1 New
SA
750
Scarborough Advisors
Maryland
$155 +$146 +1 New
28 29
30
31 32