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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
751
Legacy Investment Solutions
Idaho
$3.69K +$3.64K +25 New
GIM
752
Gold Investment Management
Alberta, Canada
$3.61K – – –
WCM
753
WealthTrak Capital Management
Virginia
$3.39K +$873 +6 +35%
ITIM
754
Indiana Trust & Investment Management
Indiana
$3.24K – – –
WBC
755
West Branch Capital
Massachusetts
$3.24K – – –
DWM
756
Darwin Wealth Management
Florida
$3.1K – – –
TWC
757
TD Waterhouse Canada
Ontario, Canada
$3.01K – – –
AWM
758
Abound Wealth Management
Tennessee
$2.95K – – –
AA
759
Ancora Advisors
Ohio
$2.95K +$2.91K +20 New
HIA
760
Harbor Investment Advisory
Maryland
$2.8K – – –
IRC
761
Investors Research Corp
Georgia
$2.8K – – –
BFS
762
Bare Financial Services
Pennsylvania
$2.8K +$1.46K +10 +111%
RWM
763
Raffa Wealth Management
District of Columbia
$2.65K – – –
1IA
764
1620 Investment Advisors
Massachusetts
$2.65K +$2.62K +18 New
IBOK
765
Independence Bank of Kentucky
Kentucky
$2.51K – – –
CIAS
766
CBIZ Investment Advisory Services
Ohio
$2.51K +$1.6K +11 +183%
RF
767
Rossby Financial
Florida
$2.51K +$2.47K +17 New
M
768
MOTCO
Texas
$2.42K – – –
IHWM
769
Iron Horse Wealth Management
Iowa
$2.21K – – –
FHA
770
First Horizon Advisors
Tennessee
$2.06K – – –
GBT
771
Grove Bank & Trust
Florida
$2.06K +$2.04K +14 New
HCM
772
Hollencrest Capital Management
California
$1.92K – – –
SFCL
773
Strengthening Families & Communities LLC
Massachusetts
$1.77K +$437 +3 +33%
DF
774
Dunhill Financial
United Kingdom
$1.71K -$2.04K -14 -56%
CFB
775
Cullen/Frost Bankers
Texas
$1.64K +$1.6K +11 New
29 30
31
32 33