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PLMR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
301
Larson Financial Group
Missouri
$3.82K +$1.87K +15 +88%
AUB
302
Atlantic Union Bankshares
Virginia
$3.58K – – –
MCM
303
MAI Capital Management
Ohio
$3.58K +$2.62K +21 +233%
KFG
304
Kingdom Financial Group
Arizona
$3.47K -$5.49K -44 -60%
LAS
305
Lloyd Advisory Services
Georgia
$3.47K +$3.62K +29 New
BWL
306
Bogart Wealth LLC
Virginia
$2.39K – – –
JWA
307
JFS Wealth Advisors
Pennsylvania
$2.39K +$250 +2 +11%
CFO
308
CVA Family Office
Colorado
$2.15K +$2.25K +18 New
QL
309
Quarry LP
New York
$2.03K -$7.49K -60 -78%
WA
310
Westfuller Advisors
New York
$2.03K -$624 -5 -23%
HNW
311
High Note Wealth
Minnesota
$1.91K – – –
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$1.79K -$125 -1 -6%
GSWM
313
Golden State Wealth Management
California
$1.55K -$874 -7 -35%
BLC
314
Brown, Lisle/Cummings
Rhode Island
$1.55K +$1.62K +13 New
EP
315
Essential Partners
California
$1.43K +$125 +1 +9%
FFO
316
Fortitude Family Office
Arizona
$1.43K +$250 +2 +20%
MA
317
MCF Advisors
Kentucky
$1.43K +$1.5K +12 New
GFA
318
Godfrey Financial Associates
New York
$1.2K – – –
CTC
319
Central Trust Company
Missouri
$1.08K +$1.12K +9 New
PWMG
320
Prestige Wealth Management Group
New Jersey
$956 +$250 +2 +33%
PWMG
321
Private Wealth Management Group
New Jersey
$837 – – –
SIC
322
SJS Investment Consulting
Ohio
$837 +$125 +1 +17%
HFS
323
Hughes Financial Services
Virginia
$837 +$499 +4 +133%
PWA
324
Physician Wealth Advisors
Utah
$837 +$499 +4 +133%
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$717 – – –
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13
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