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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
726
LRI Investments
Florida
$9.5K – – –
FFO
727
Fortitude Family Office
Arizona
$8.91K -$1.52K -10 -14%
GC
728
Gould Capital
Washington
$8.17K – – –
TCOV
729
Trust Company of Vermont
Vermont
$8.17K +$4.4K +29 +112%
AF
730
Advisornet Financial
Minnesota
$7.87K +$7.58K +50 +1,667%
PMFA
731
Plante Moran Financial Advisors
Michigan
$7.57K – – –
BAM
732
Byrne Asset Management
New Jersey
$7.42K – – –
EA
733
Evolution Advisers
Virginia
$7K – – –
MSWA
734
Marshall & Sterling Wealth Advisors
New York
$6.98K +$7.13K +47 New
SIS
735
Sound Income Strategies
Florida
$6.83K +$5.46K +36 +360%
MAFA
736
MJT & Associates Financial Advisory
Minnesota
$6.09K +$6.22K +41 New
FMP
737
Financial Management Professionals
Texas
$5.79K -$152 -1 -3%
RTL
738
Red Tortoise LLC
Georgia
$5.79K – – –
BWL
739
Bogart Wealth LLC
Virginia
$5.35K +$910 +6 +20%
GEA
740
Glen Eagle Advisors
New Jersey
$5.05K -$5K -33 -49%
AW
741
Avion Wealth
Texas
$5K – – –
SO
742
Sierra Ocean
California
$4.75K +$1.06K +7 +28%
KFI
743
Key Financial Inc
Pennsylvania
$4.6K – – –
MSWM
744
Mowery & Schoenfeld Wealth Management
Illinois
$4.46K -$607 -4 -12%
WWM
745
Wolff Wiese Magana
California
$4.01K – – –
AEPWM
746
Atlantic Edge Private Wealth Management
Florida
$3.71K – – –
LWMI
747
Legacy Wealth Management (Idaho)
Idaho
$3.71K – – –
FPF
748
First Pacific Financial
Washington
$3.71K +$3.79K +25 New
DF
749
Dunhill Financial
United Kingdom
$3.69K -$1.06K -7 -22%
GIM
750
Gold Investment Management
Alberta, Canada
$3.56K – – –
28 29
30
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