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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
426
Ipswich Investment Management
Massachusetts
$112K +$123K +920 New
RBC
427
Roble Belko & Company
Pennsylvania
$108K – – –
LIA
428
LS Investment Advisors
Michigan
$103K -$17.6K -131 -13%
MME
429
Meag Munich Ergo
Germany
$100K – – –
MS
430
Mizuho Securities
Japan
$97K +$107K +800 New
FANJ
431
Financial Architects (New Jersey)
New Jersey
$96K -$7.78K -58 -7%
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90K – – –
MUS
433
Mitsubishi UFJ Securities
Japan
$89K -$76.4K -570 -44%
KPW
434
Kore Private Wealth
New York
$89K +$98.3K +733 New
BDS
435
Banco de Sabadell
Florida
$85K – – –
PCG
436
Private Capital Group
Connecticut
$80K +$2.41K +18 +3%
HFM
437
Harvest Fund Management
China
$79K -$364K -2,713 -81%
PFBT
438
Parkside Financial Bank & Trust
Missouri
$74K +$77.2K +576 +1,745%
CA
439
Claro Advisors
Massachusetts
$71K +$58.6K +437 New
APC
440
Aspire Private Capital
North Carolina
$71K +$78.2K +583 New
BOPW
441
Brandywine Oak Private Wealth
Pennsylvania
$65K +$71.7K +535 New
RCAG
442
Rehmann Capital Advisory Group
Michigan
$52K +$7.78K +58 +16%
CCMW
443
Cypress Capital Management (Wyoming)
Wyoming
$52K +$50.5K +377 +754%
APA
444
American Portfolios Advisors
New York
$51.1K +$3.35K +25 +6%
BHWM
445
Bay Harbor Wealth Management
Maryland
$51K +$56.4K +421 New
HT
446
Heritage Trust
Oklahoma
$49K +$54.2K +404 New
OIA
447
OneDigital Investment Advisors
Kansas
$47K -$77.1K -575 -60%
WT
448
Whittier Trust
California
$47K +$22.5K +168 +76%
NCM
449
Next Capital Management
New York
$46K +$50.7K +378 New
HNB
450
Huntington National Bank
Ohio
$45K -$135K -1,004 -73%
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