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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
476
Sculati Wealth Management
Michigan
$888K -$190K -1,047 -20%
4A
477
4Wealth Advisors
Illinois
$882K +$17.2K +95 +2%
BDPWM
478
Barnes Dennig Private Wealth Management
Ohio
$879K -$88.6K -489 -10%
PPC
479
Park Place Capital
Alabama
$874K -$44.7K -247 -6%
CP
480
Camelot Portfolios
Ohio
$873K -$18.1K -100 -2%
OIA
481
OneDigital Investment Advisors
Kansas
$866K +$179K +986 +31%
DS
482
DRW Securities
Illinois
$859K +$749K +4,133 New
RP
483
Rowlandmiller & Partners
Georgia
$856K -$119K -655 -14%
JSL
484
JT Stratford LLC
Georgia
$856K +$191K +1,052 +34%
OAC
485
OMERS Administration Corp
Ontario, Canada
$855K – – –
SFI
486
Siemens Fonds Invest
Germany
$851K -$111K -614 -13%
LFA
487
Legacy Financial Advisors
Kentucky
$844K +$364K +2,010 +98%
IG
488
ING Group
Netherlands
$842K +$352K +1,943 +92%
PL
489
Plancorp LLC
Missouri
$841K +$733K +4,049 New
WIM
490
WealthPlan Investment Management
Nebraska
$840K -$1.03M -5,664 -58%
KAS
491
KPP Advisory Services
Kentucky
$820K +$15.9K +88 +2%
SCTC
492
Sanibel Captiva Trust Company
Florida
$819K -$16.3K -90 -2%
UCFA
493
United Capital Financial Advisors
Texas
$815K +$711K +3,923 New
JIM
494
Jensen Investment Management
Oregon
$815K -$779K -4,300 -52%
TMAM
495
Tokio Marine Asset Management
Japan
$801K +$7.25K +40 +1%
SCM
496
Silvant Capital Management
Georgia
$799K +$4.35K +24 +0.6%
SCM
497
SOL Capital Management
Maryland
$798K +$442K +2,438 +174%
CCM
498
Chickasaw Capital Management
Tennessee
$783K -$15.2K -84 -2%
S
499
SignatureFD
Georgia
$781K -$39.1K -216 -5%
HI
500
Harbour Investments
Wisconsin
$776K +$585K +3,230 +641%
18 19
20
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