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EXR

Name Holding Trade Value Shares
Change 		Change in
Stake
APM
751
Advanced Portfolio Management
New York
$2.54K +$2.58K +18 New
RF
752
Rossby Financial
Florida
$2.4K – – –
IBOK
753
Independence Bank of Kentucky
Kentucky
$2.4K – – –
S
754
Sachetta
Massachusetts
$1.97K -$1.58K -11 -44%
FC
755
Financial Consulate
Maryland
$1.97K +$2.01K +14 New
HHGA
756
Halbert Hargrove Global Advisors
California
$1.97K +$2.01K +14 New
GBT
757
Grove Bank & Trust
Florida
$1.97K – – –
FHC
758
First Horizon Corporation
Tennessee
$1.97K +$2.01K +14 New
OP
759
ORG Partners
Indiana
$1.97K +$1K +7 +100%
AF
760
Aviso Financial
Ontario, Canada
$1.83K -$779K -5,422 -100%
HCM
761
Hollencrest Capital Management
California
$1.83K – – –
SFCL
762
Strengthening Families & Communities LLC
Massachusetts
$1.7K – – –
NC
763
North Capital
Utah
$1.69K +$144 +1 +9%
AF
764
Advisornet Financial
Minnesota
$1.57K +$287 +2 +22%
DF
765
Dunhill Financial
United Kingdom
$1.55K – – –
TFM
766
TFC Financial Management
Massachusetts
$1.55K – – –
JSAM
767
J. Safra Asset Management
New York
$1.41K +$1.44K +10 New
TIM
768
Tortoise Investment Management
New York
$1.27K -$287 -2 -18%
IWM
769
IMG Wealth Management
Florida
$1.27K – – –
PWA
770
Principia Wealth Advisory
Texas
$1.27K +$862 +6 +200%
PGAM
771
Princeton Global Asset Management
New Jersey
$1.13K – – –
CCM
772
Cloud Capital Management
Washington
$1K +$1.87K +13 New
AP
773
Aspect Partners
Virginia
$987 – – –
BFPW
774
BOK Financial Private Wealth
Colorado
$987 – – –
HFS
775
Hughes Financial Services
Virginia
$914 -$574 -4 -36%
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