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LAMR

Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
501
Levin Capital Strategies
New York
$234K – – –
MGP
502
M&G plc
United Kingdom
$233K +$230K +1,837 New
SC
503
Scholtz & Company
Connecticut
$233K -$39.4K -315 -15%
FHC
504
First Heartland Consultants
Missouri
$229K +$2.75K +22 +1%
TYCC
505
Texas Yale Capital Corp
Florida
$229K – – –
VCM
506
Vision Capital Management
Oregon
$228K – – –
ATC
507
Argent Trust Co
Tennessee
$225K +$3.13K +25 +1%
TFA
508
Tranquilli Financial Advisor
New Jersey
$225K -$2K -16 -0.9%
KAS
509
KPP Advisory Services
Kentucky
$221K – – –
MSWM
510
Master's Wealth Management
Pennsylvania
$221K +$7.76K +62 +4%
GS
511
GTS Securities
Florida
$215K +$213K +1,701 New
BFO
512
Boston Family Office
Massachusetts
$215K – – –
PWC
513
Pathfinder Wealth Consulting
North Carolina
$214K +$212K +1,693 New
AF
514
Allworth Financial
California
$213K -$31.2K -249 -13%
PI
515
PFG Investments
New York
$213K -$26.8K -214 -11%
SWM
516
Spire Wealth Management
Virginia
$213K +$75.4K +602 +56%
CIC
517
Carnegie Investment Counsel
Ohio
$213K +$210K +1,680 New
AF
518
Aviso Financial
Ontario, Canada
$211K +$4.26K +34 +2%
CAG
519
Crestwood Advisors Group
Massachusetts
$208K +$206K +1,647 New
S
520
SignatureFD
Georgia
$207K +$26.7K +213 +15%
PWPS
521
Pinnacle Wealth Planning Services
Ohio
$206K +$204K +1,630 New
PAIM
522
Punch & Associates Investment Management
Minnesota
$205K +$203K +1,620 New
EW
523
Evoke Wealth
California
$204K -$47.6K -380 -19%
SCA
524
Snowden Capital Advisors
New York
$203K -$15.6K -125 -7%
HHCP
525
Hilton Head Capital Partners
South Carolina
$203K +$200K +1,600 New
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