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LAMR

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
501
Knollwood Investment Advisory
Maryland
$373K -$582K -4,025 -63%
SAM
502
Smartleaf Asset Management
Massachusetts
$370K – – –
JTWM
503
Jackson Thornton Wealth Management
Alabama
$369K +$91.7K +634 +37%
FHA
504
Flagship Harbor Advisors
Massachusetts
$367K – – –
VCM
505
Virtue Capital Management
Tennessee
$363K -$81.5K -564 -19%
BHC
506
Bull Harbor Capital
Maryland
$363K +$337K +2,329 New
WIA
507
World Investment Advisors
California
$360K -$1.01K -7 -0.3%
SCM
508
Schnieders Capital Management
California
$358K – – –
CCA
509
Checchi Capital Advisers
California
$357K +$40.9K +283 +14%
MNBTD
510
Moody National Bank Trust Division
Texas
$356K -$578 -4 -0.2%
HH
511
Hilltop Holdings
Texas
$355K -$25.3K -175 -7%
MHR
512
Matthew Hamilton Rosenberg
$355K – – –
PI
513
PFG Investments
New York
$355K +$75.9K +525 +30%
JWCA
514
J.W. Cole Advisors
Florida
$355K +$329K +2,276 New
CWS
515
Cypress Wealth Services
California
$349K -$305K -2,107 -48%
RCM
516
Raleigh Capital Management
North Carolina
$349K -$10.6K -73 -3%
BIAS
517
Beacon Investment Advisory Services
New Jersey
$347K – – –
MCCP
518
Mission Creek Capital Partners
California
$343K -$112K -774 -26%
CFM
519
Catalyst Funds Management
Australia
$343K +$318K +2,200 New
SC
520
Schulhoff & Co
Ohio
$342K – – –
FRA
521
Frank Rimerman Advisors
California
$342K +$317K +2,195 New
SAM
522
Sagewood Asset Management
New York
$341K +$1.3K +9 +0.4%
LWCFA
523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$339K – – –
PWP
524
Principle Wealth Partners
Connecticut
$339K -$40.5K -280 -11%
IAA
525
Independent Advisor Alliance
North Carolina
$334K +$18.9K +131 +7%
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