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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
476
RMR Wealth Builders
New Jersey
$435K +$400K +1,877 New
VSWA
477
Vontobel Swiss Wealth Advisors
Switzerland
$411K +$84.8K +398 +29%
MOS
478
MGO One Seven
Ohio
$408K – – –
FAIM
479
Financial Advocates Investment Management
Washington
$405K +$372K +1,747 New
M
480
Mirova
France
$400K +$297K +1,393 +416%
IRF
481
IBM Retirement Fund
New York
$399K -$19.2K -90 -5%
VWA
482
V Wealth Advisors
Kansas
$397K – – –
MYAM
483
Meiji Yasuda Asset Management
Japan
$397K +$59.7K +280 +20%
MMA
484
Miracle Mile Advisors
California
$396K +$364K +1,709 New
KAM
485
Karani Asset Management
New York
$393K +$362K +1,697 New
CCM
486
Coldstream Capital Management
Washington
$392K +$361K +1,693 New
SI
487
Stephens Inc
Arkansas
$391K +$78.4K +368 +28%
LSPW
488
Lake Street Private Wealth
Illinois
$388K -$5.33K -25 -1%
HFM
489
Harvest Fund Management
China
$388K +$93.6K +439 +45%
JG
490
Jefferies Group
New York
$383K -$6.86M -32,183 -95%
GH
491
GAM Holding
Switzerland
$383K -$845K -3,966 -71%
CPSC
492
Carl P. Sherr & Co
Massachusetts
$382K +$352K +1,650 New
PWA
493
Physician Wealth Advisors
Utah
$379K – – –
TCM
494
Teza Capital Management
Illinois
$373K +$343K +1,608 New
TSS
495
Two Sigma Securities
New York
$368K -$110K -515 -24%
PFS
496
Prospera Financial Services
Texas
$367K -$1.94M -9,104 -85%
B
497
Barings
North Carolina
$365K -$222K -1,040 -40%
SF
498
Synovus Financial
Georgia
$365K +$37.3K +175 +12%
TLP
499
Trinity Legacy Partners
Texas
$361K – – –
LCP
500
Legacy Capital Partners
Wisconsin
$360K +$33K +155 +11%
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