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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
751
Synergy Investment Management
Florida
$1.95K +$2.13K +13 New
TFM
752
TFC Financial Management
Massachusetts
$1.65K – – –
WA
753
WPG Advisers
Maryland
$1.65K +$1.8K +11 New
MA
754
MCF Advisors
Kentucky
$1.5K -$328 -2 -17%
SIS
755
Sound Income Strategies
Florida
$1.5K – – –
CPG
756
Cornerstone Planning Group
New Jersey
$1.4K -$328 -2 -18%
CFB
757
Cullen/Frost Bankers
Texas
$1.35K -$1.48K -9 -50%
CWP
758
Clark Wealth Partners
Illinois
$1.35K +$1.48K +9 New
SL
759
Salomon & Ludwin
Virginia
$1.2K -$5.08K -31 -79%
AP
760
Aspect Partners
Virginia
$1.2K – – –
NC
761
NewSquare Capital
Pennsylvania
$1.2K +$1.31K +8 New
WCM
762
WealthTrak Capital Management
Virginia
$1.2K +$1.31K +8 New
BFPW
763
BOK Financial Private Wealth
Colorado
$1.05K -$5.58K -34 -83%
CSWM
764
Cassady Schiller Wealth Management
Ohio
$1.05K +$1.15K +7 New
PWA
765
Principia Wealth Advisory
Texas
$1.05K +$1.15K +7 New
SFCL
766
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
AG
767
AmeriFlex Group
Nevada
$924 +$984 +6 New
CYG
768
Clean Yield Group
Vermont
$898 – – –
OSNBOA
769
Old Second National Bank of Aurora
Illinois
$898 +$984 +6 New
BF
770
BOK Financial
Oklahoma
$881 -$164 -1 -14%
PCFFS
771
Pacific Center for Financial Services
California
$748 – – –
ADL
772
Asset Dedication LLC
California
$599 – – –
HFS
773
Horizon Financial Services
North Carolina
$598 – – –
NRG
774
Nemes Rush Group
Michigan
$598 +$656 +4 New
AF
775
Advisornet Financial
Minnesota
$449 -$4.1K -25 -89%
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