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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
476
Karani Asset Management
New York
$626K -$187K -730 -27%
SPM
477
Symmetry Peak Management
Pennsylvania
$624K +$511K +2,000 New
CT
478
Columbia Trust
Oregon
$623K +$92.3K +361 +22%
EA
479
Emerald Advisers
Pennsylvania
$621K +$48.8K +191 +11%
AO
480
Advisor OS
Illinois
$612K +$502K +1,963 New
HIIFS
481
Harel Insurance Investments & Financial Services
Israel
$593K +$486K +1,900 New
RFM
482
Royal Fund Management
Florida
$590K +$483K +1,888 +47,200%
CFGS
483
Concourse Financial Group Securities
Alabama
$589K +$474K +1,854 +5,297%
RWB
484
RMR Wealth Builders
New Jersey
$586K +$480K +1,877 New
PFPT
485
Pinnacle Financial Partners (Tennessee)
Tennessee
$585K -$69.8K -273 -13%
CWM
486
Chesapeake Wealth Management
Virginia
$583K +$478K +1,869 New
SWM
487
Segment Wealth Management
Texas
$576K +$118K +461 +33%
LSPW
488
Lake Street Private Wealth
Illinois
$565K -$143K -559 -24%
RA
489
RFG Advisory
Alabama
$563K -$9.21K -36 -2%
SF
490
Synovus Financial
Georgia
$556K -$218K -851 -32%
TFA
491
Teamwork Financial Advisors
Texas
$554K +$454K +1,777 New
IWC
492
Integrated Wealth Concepts
Massachusetts
$546K +$138K +540 +45%
CAW
493
Cornerstone Advisors (Washington)
Washington
$544K +$108K +424 +32%
HCM
494
Hollencrest Capital Management
California
$543K -$9.46K -37 -2%
MYLI
495
Meiji Yasuda Life Insurance
Japan
$540K +$442K +1,730 New
GAM
496
Griffin Asset Management
New York
$539K – – –
UCFA
497
United Capital Financial Advisors
Texas
$539K +$45.5K +178 +11%
TRCT
498
Tower Research Capital (TRC)
New York
$539K +$442K +1,728 New
V
499
Veritable
Delaware
$538K -$17.1K -67 -4%
BS
500
Boenning & Scattergood
Pennsylvania
$537K +$440K +1,721 New
18 19
20
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