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Lamb Weston
LW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
526
Clear Investment Research
Georgia
$2K – – –
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
AIP
528
Ahrens Investment Partners
Louisiana
$2K +$1.9K +33 New
AFS
529
Annapolis Financial Services
Maryland
$2K +$1.9K +33 New
CSWM
530
Cassady Schiller Wealth Management
Ohio
$2K +$2.08K +36 New
AWA
531
Amplius Wealth Advisors
Pennsylvania
$2K +$2.71K +47 New
KFS
532
Kelly Financial Services
Massachusetts
$1.65K – – –
ACA
533
Atlas Capital Advisors
Wyoming
$1.08K – – –
FCT
534
First Community Trust
Iowa
$1.08K +$981 +17 New
MAM
535
Meeder Asset Management
Ohio
$1K -$293K -5,086 -100%
CFD
536
Creative Financial Designs
Indiana
$1K -$3K -52 -85%
AFG
537
Albion Financial Group
Utah
$1K – – –
EW
538
Evoke Wealth
California
$1K – – –
PCFFS
539
Pacific Center for Financial Services
California
$1K – – –
CAL
540
Capital Advisors Ltd
Ohio
$1K +$519 +9 New
KFI
541
Key Financial Inc
Pennsylvania
$1K +$692 +12 New
MCM
542
Manchester Capital Management
Vermont
$1K +$808 +14 New
JWA
543
JFS Wealth Advisors
Pennsylvania
$1K +$981 +17 New
MSFP
544
Mark Sheptoff Financial Planning
Connecticut
$1K +$1.27K +22 New
TCM
545
TimesSquare Capital Management
New York
– -$40.8M -664,600 Closed
RIG
546
Roosevelt Investment Group
New York
– -$18.8M -306,304 Closed
CCM
547
Copeland Capital Management
Pennsylvania
– -$14.4M -233,881 Closed
LCM
548
Landscape Capital Management
New Jersey
– -$9.41M -153,286 Closed
ERSOT
549
Employees Retirement System of Texas
Texas
– -$9.27M -151,000 Closed
ADEF
550
Adams Diversified Equity Fund
Maryland
– -$9.15M -149,100 Closed
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