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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Compass Wealth Management
Connecticut
$373K – – –
VBCG
1927
Valley Brook Capital Group
Pennsylvania
$373K – – –
CYG
1928
Clean Yield Group
Vermont
$373K – – –
ARG
1929
Advisory Resource Group
Oklahoma
$373K – – –
FWP
1930
FAS Wealth Partners
Kansas
$372K -$1.35M -5,489 -77%
CWA
1931
Clearview Wealth Advisors
Oregon
$372K -$13.5K -55 -3%
IFU
1932
iSAM Funds (UK)
United Kingdom
$372K +$392K +1,595 New
BC
1933
Barrett & Company
Rhode Island
$371K – – –
FSC
1934
Full Sail Capital
Oklahoma
$370K +$14K +57 +4%
VPP
1935
Vertex Planning Partners
Illinois
$369K +$10.8K +44 +3%
PRP
1936
Peak Retirement Planning
Ohio
$368K +$24.4K +99 +7%
CCM
1937
Canal Capital Management
Virginia
$367K +$984 +4 +0.3%
CCFCSB
1938
Cape Cod Five Cents Savings Bank
Massachusetts
$366K – – –
PD
1939
Planning Directions
Pennsylvania
$365K +$1.72K +7 +0.4%
OL
1940
Optas LLC
Texas
$365K -$430K -1,746 -53%
SCM
1941
Stevens Capital Management
Pennsylvania
$365K +$47.7K +194 +14%
IP
1942
Investment Partners
Ohio
$364K +$1.23K +5 +0.3%
OBWG
1943
Onyx Bridge Wealth Group
New York
$362K -$24.4K -99 -6%
AGC
1944
Aspen Grove Capital
Colorado
$361K – – –
WMWM
1945
Wilkins Miller Wealth Management
Alabama
$360K +$1.23K +5 +0.3%
OP
1946
ORG Partners
Indiana
$360K -$153K -622 -34%
FMTCOCP
1947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$360K – – –
AB
1948
Atlas Brown
Kentucky
$360K -$3.69K -15 -1%
WCF
1949
West Coast Financial
California
$359K – – –
TA
1950
TruWealth Advisors
Louisiana
$359K -$492 -2 -0.1%
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78
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