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Lamb Weston
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
526
Private Advisor Group
New Jersey
$312K -$11.8K -113 -4%
SP
527
Symmetry Partners
Connecticut
$307K – – –
MM
528
MQS Management
New York
$305K +$298K +2,864 New
GT
529
Greenleaf Trust
Michigan
$304K -$1.77K -17 -0.6%
KIA
530
KLR Investment Advisors
Rhode Island
$298K -$33.1K -318 -8%
MWM
531
Mattern Wealth Management
Kansas
$295K – – –
SA
532
SL Advisors
New Jersey
$288K +$8.74K +84 +3%
DAS
533
Dynamic Advisor Solutions
Arizona
$287K +$54.2K +521 +24%
SWP
534
Significant Wealth Partners
Illinois
$282K +$69.3K +666 +34%
CSIC
535
Clifford Swan Investment Counsel
California
$280K – – –
AIMCA
536
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$277K – – –
CIA
537
Concurrent Investment Advisors
Florida
$277K +$57.8K +555 +27%
TPI
538
Trust Point Inc
Wisconsin
$276K -$190K -1,822 -41%
LC
539
Lindbrook Capital
California
$273K +$6.04K +58 +2%
ETIA
540
Epic Trust Investment Advisors
Washington
$272K – – –
JF
541
Jump Financial
Illinois
$272K +$265K +2,550 New
NA
542
Navellier & Associates
Nevada
$267K -$7.69M -73,881 -97%
CWM
543
Chicago Wealth Management
Illinois
$263K – – –
CTA
544
Chesley Taft & Associates
Illinois
$263K -$5.2K -50 -2%
FIM
545
Freedom Investment Management
Connecticut
$260K +$254K +2,440 New
WIM
546
WealthPlan Investment Management
Nebraska
$260K -$1.67K -16 -0.7%
DWM
547
Dakota Wealth Management
Florida
$256K +$250K +2,401 New
SPS
548
Susquehanna Portfolio Strategies
Pennsylvania
$256K -$2.04M -19,567 -89%
SICM
549
Sustainable Insight Capital Management
New York
$256K +$250K +2,400 New
CAMG
550
CWA Asset Management Group
Florida
$252K +$246K +2,362 New
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