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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
726
LRI Investments
Florida
$9.44K – – –
FFO
727
Fortitude Family Office
Arizona
$8.26K -$582 -4 -7%
GC
728
Gould Capital
Washington
$8.11K – – –
DWM
729
Dogwood Wealth Management
Kansas
$8.09K +$6.4K +44 +440%
AW
730
Avion Wealth
Texas
$8K +$2.91K +20 +51%
PMFA
731
Plante Moran Financial Advisors
Michigan
$7.52K – – –
BAM
732
Byrne Asset Management
New Jersey
$7.37K – – –
MHR
733
Matthew Hamilton Rosenberg
$7.22K +$7.13K +49 New
EA
734
Evolution Advisers
Virginia
$7K – – –
MSWA
735
Marshall & Sterling Wealth Advisors
New York
$6.63K -$291 -2 -4%
HHMI
736
Howard Hughes Medical Institute
Maryland
$6.63K +$6.55K +45 New
DMBA
737
Deseret Mutual Benefit Administrators
Utah
$6.19K +$6.11K +42 New
FMP
738
Financial Management Professionals
Texas
$5.75K – – –
RTL
739
Red Tortoise LLC
Georgia
$5.75K – – –
GEA
740
Glen Eagle Advisors
New Jersey
$5.01K – – –
KFI
741
Key Financial Inc
Pennsylvania
$4.57K – – –
MSWM
742
Mowery & Schoenfeld Wealth Management
Illinois
$4.42K – – –
CPG
743
Cornerstone Planning Group
New Jersey
$4.02K +$1.31K +9 +45%
WWM
744
Wolff Wiese Magana
California
$3.98K – – –
TCOV
745
Trust Company of Vermont
Vermont
$3.83K -$4.22K -29 -53%
AEPWM
746
Atlantic Edge Private Wealth Management
Florida
$3.69K – – –
LWMI
747
Legacy Wealth Management (Idaho)
Idaho
$3.69K – – –
S
748
Sachetta
Massachusetts
$3.69K +$728 +5 +25%
KG
749
Kilter Group
New York
$3.69K +$3.64K +25 New
LIS
750
Legacy Investment Solutions
Idaho
$3.69K +$3.64K +25 New
28 29
30
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