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Lamb Weston
LW

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
501
Accordant Advisory Group
Maryland
$1.77K – – –
CH
502
Cromwell Holdings
Wyoming
$1.64K +$1.16K +27 +245%
RWM
503
Raffa Wealth Management
District of Columbia
$1.47K -$43 -1 -3%
MAM
504
Morse Asset Management
Connecticut
$1.43K – – –
RWM
505
Rialto Wealth Management
New York
$1.43K +$776 +18 +120%
EWM
506
Evermay Wealth Management
Virginia
$1.43K +$1.42K +33 New
PGAM
507
Princeton Global Asset Management
New Jersey
$1.43K +$1.42K +33 New
LF
508
LifeSteps Financial
California
$1.36K +$1.34K +31 New
CCMI
509
Creative Capital Management Investments
California
$1.29K +$1.29K +30 New
AW
510
Ankerstar Wealth
Texas
$1.17K – – –
MFS
511
Montgomery Financial Services
Maryland
$1.17K +$1.16K +27 New
BGAI
512
Bruce G. Allen Investments
Colorado
$1.08K +$906 +21 +525%
GWM
513
Gilpin Wealth Management
Colorado
$1.04K -$43 -1 -4%
AFC
514
Ares Financial Consulting
California
$1.04K -$518 -12 -33%
BHWM
515
Bay Harbor Wealth Management
Maryland
$950 +$86 +2 +10%
EWP
516
Elevation Wealth Partners
California
$950 +$604 +14 +175%
CIA
517
Cape Investment Advisory
Georgia
$907 +$906 +21 New
DPW
518
DiNuzzo Private Wealth
Pennsylvania
$864 -$216 -5 -20%
MNA
519
Manning & Napier Advisors
New York
$838 +$819 +19 New
PWMG
520
Private Wealth Management Group
New Jersey
$821 – – –
WPA
521
West Paces Advisors
Georgia
$820 +$819 +19 New
NWMP
522
Noble Wealth Management PBC
Colorado
$777 +$776 +18 New
FCAS
523
First Command Advisory Services
Texas
$734 +$733 +17 New
KG
524
Kilter Group
New York
$691 -$129 -3 -16%
TCOV
525
Trust Company of Vermont
Vermont
$691 +$690 +16 New
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