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LAMR

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
576
Atlantic Edge Private Wealth Management
Florida
$35.6K – – –
BFS
577
Beacon Financial Strategies
North Carolina
$35.4K +$35K +280 New
C
578
Covestor
United Kingdom
$35K +$5.13K +41 +17%
SIS
579
Sound Income Strategies
Florida
$33.2K +$18.9K +151 +151%
MSFP
580
Mark Sheptoff Financial Planning
Connecticut
$31.6K – – –
SWP
581
Strategic Wealth Partners
Ohio
$31.5K +$5.01K +40 +19%
AA
582
Addison Advisors
Vermont
$30.4K – – –
RWM
583
Rialto Wealth Management
New York
$25.8K – – –
TAM
584
Tucker Asset Management
Colorado
$24.9K +$24.7K +197 New
AUB
585
Atlantic Union Bankshares
Virginia
$22.9K – – –
HC
586
Hurley Capital
New York
$22.4K +$250 +2 +1%
BTD
587
BankPlus Trust Department
Mississippi
$22.4K – – –
BBHC
588
Brown Brothers Harriman & Co
New York
$22.3K -$205K -1,637 -90%
QC
589
Quent Capital
New York
$21.5K -$5.26K -42 -20%
GWM
590
Geneos Wealth Management
Colorado
$21.4K – – –
BC
591
Brookfield Corp
Ontario, Canada
$20.6K – – –
CPG
592
Cornerstone Planning Group
New Jersey
$20.5K -$2.75K -22 -12%
CWP
593
Concord Wealth Partners
Virginia
$19.6K – – –
HWA
594
HHM Wealth Advisors
Tennessee
$19K – – –
PWA
595
Physician Wealth Advisors
Utah
$18.1K +$501 +4 +3%
MA
596
Montag & Associates
Georgia
$17.8K – – –
OC
597
Oakworth Capital
Alabama
$16.2K +$16K +128 New
BC
598
Bayforest Capital
United Kingdom
$15.9K +$15.8K +126 New
EW
599
Elyxium Wealth
California
$15.4K +$15.3K +122 New
PCM
600
Peregrine Capital Management
Minnesota
$13.9K – – –
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