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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
EOJOAM
426
E. Ohman J:or Asset Management
Sweden
$1.5M – – –
GAM
427
Gotham Asset Management
New York
$1.45M +$748K +2,414 +87%
MCC
428
Money Concepts Capital
Florida
$1.43M +$957K +3,086 +151%
CWMU
429
Caliber Wealth Management (Utah)
Utah
$1.38M +$17.4K +56 +1%
RMC
430
Resources Management Corp
Connecticut
$1.38M +$45.9K +148 +3%
PCM
431
Prelude Capital Management
New York
$1.38M +$1.53M +4,921 New
SSA
432
Schonfeld Strategic Advisors
New York
$1.37M +$1M +3,241 +193%
AWS
433
Atria Wealth Solutions
New York
$1.37M +$624K +2,013 +70%
E
434
Ergoteles
New York
$1.37M -$9.78M -31,546 -87%
CAM
435
CenterStar Asset Management
Illinois
$1.36M – – –
RFM
436
Royal Fund Management
Florida
$1.36M +$183K +589 +14%
AHC
437
Adell Harriman & Carpenter
Texas
$1.36M +$295K +950 +24%
MIP
438
Marietta Investment Partners
Wisconsin
$1.32M -$67.3K -217 -5%
JSP
439
Jackson Square Partners
California
$1.31M -$183K -590 -11%
DWM
440
Dakota Wealth Management
Florida
$1.31M +$638K +2,058 +78%
MHS
441
M Holdings Securities
Oregon
$1.31M +$33.2K +107 +2%
EI
442
Ethic Inc
New York
$1.31M +$18.9K +61 +1%
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$1.31M +$658K +2,121 +83%
SW
444
SlateStone Wealth
Florida
$1.3M +$171K +552 +13%
AWM
445
AE Wealth Management
Kansas
$1.28M +$627K +2,021 +79%
PCA
446
Pallas Capital Advisors
Massachusetts
$1.28M +$55.8K +180 +5%
PWLP
447
Prio Wealth Limited Partnership
Massachusetts
$1.28M – – –
WAC
448
William Allan Corp
Colorado
$1.25M +$50.5K +163 +4%
EWM
449
Executive Wealth Management
Michigan
$1.24M -$891K -2,874 -70%
VWA
450
V Wealth Advisors
Kansas
$1.23M -$82.8K -267 -6%
16 17
18
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