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Lamb Weston
LW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
501
Pathstone Family Office
New Jersey
$27K – – –
RPWA
502
Regent Peak Wealth Advisors
Georgia
$27K +$25K +344 New
DAC
503
Dividend Assets Capital
South Carolina
$27K +$25.2K +346 New
FP
504
Financial Perspectives
Minnesota
$26.2K – – –
CFB
505
Cullen/Frost Bankers
Texas
$26K -$364 -5 -1%
AP
506
Atwood & Palmer
Missouri
$26K – – –
HWA
507
Heritage Wealth Advisors
Virginia
$26K – – –
SWM
508
Sugarloaf Wealth Management
Georgia
$26K – – –
TCM
509
Tradewinds Capital Management
Washington
$26K – – –
DAM
510
Delta Asset Management
Tennessee
$25K – – –
PWM
511
Perigon Wealth Management
California
$25K +$22.9K +315 New
CCA
512
Childress Capital Advisors
Texas
$24K +$22.4K +308 New
TAIM
513
TD Ameritrade Investment Management
Nebraska
$23K +$4.44K +61 +26%
IAIM
514
International Assets Investment Management
Florida
$23K +$21K +289 New
HS
515
Horan Securities
United States
$22K – – –
BFC
516
Bedel Financial Consulting
Indiana
$21K – – –
PCTC
517
Perkins Coie Trust Company
Washington
$21K – – –
FF
518
FourThought Financial
Florida
$21K +$19.9K +273 New
TC
519
Trust Company
Kansas
$20K – – –
TWA
520
TCI Wealth Advisors
Arizona
$19K – – –
QCG
521
Quadrant Capital Group
Ohio
$19K +$1.17K +16 +7%
WEC
522
Winslow Evans & Crocker
Massachusetts
$19K +$17.5K +240 New
BSSFA
523
Baron Silver Stevens Financial Advisors
Florida
$19K +$18.1K +248 New
CT
524
Caldwell Trust
Florida
$17K – – –
AA
525
Ancora Advisors
Ohio
$17K – – –
19 20
21
22 23