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Lamb Weston
LW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
501
Creative Financial Designs
Indiana
$2.2K – – –
HHCP
502
Hilton Head Capital Partners
South Carolina
$2.16K – – –
APFP
503
Action Point Financial Planning
Michigan
$2.12K +$2.16K +50 New
ZBNA
504
Zions Bancorporation, National Association
Utah
$1.94K -$561 -13 -22%
AAG
505
Accordant Advisory Group
Maryland
$1.77K – – –
CH
506
Cromwell Holdings
Wyoming
$1.64K +$1.16K +27 +245%
RWM
507
Raffa Wealth Management
District of Columbia
$1.47K -$43 -1 -3%
MAM
508
Morse Asset Management
Connecticut
$1.43K – – –
RWM
509
Rialto Wealth Management
New York
$1.43K +$776 +18 +120%
EWM
510
Evermay Wealth Management
Virginia
$1.43K +$1.42K +33 New
PGAM
511
Princeton Global Asset Management
New Jersey
$1.43K +$1.42K +33 New
LF
512
LifeSteps Financial
California
$1.36K +$1.34K +31 New
CCMI
513
Creative Capital Management Investments
California
$1.29K +$1.29K +30 New
AW
514
Ankerstar Wealth
Texas
$1.17K – – –
MFS
515
Montgomery Financial Services
Maryland
$1.17K +$1.16K +27 New
BGAI
516
Bruce G. Allen Investments
Colorado
$1.08K +$906 +21 +525%
GWM
517
Gilpin Wealth Management
Colorado
$1.04K -$43 -1 -4%
AFC
518
Ares Financial Consulting
California
$1.04K -$518 -12 -33%
BHWM
519
Bay Harbor Wealth Management
Maryland
$950 +$86 +2 +10%
EWP
520
Elevation Wealth Partners
California
$950 +$604 +14 +175%
CIA
521
Cape Investment Advisory
Georgia
$907 +$906 +21 New
DPW
522
DiNuzzo Private Wealth
Pennsylvania
$864 -$216 -5 -20%
MNA
523
Manning & Napier Advisors
New York
$838 +$819 +19 New
PWMG
524
Private Wealth Management Group
New Jersey
$821 – – –
WPA
525
West Paces Advisors
Georgia
$820 +$819 +19 New
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