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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
501
Financial Architects (New Jersey)
New Jersey
$132K +$2.63K +18 +2%
AIM
502
Advantage Investment Management
Iowa
$127K +$85K +582 +297%
KPW
503
Kore Private Wealth
New York
$120K – – –
TFS
504
TrustCore Financial Services
Tennessee
$115K +$103K +704 New
SI
505
Stephens Inc
Arkansas
$112K -$58.9K -403 -37%
BDS
506
Banco de Sabadell
Florida
$112K – – –
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K -$9.49K -65 -9%
JIR
508
James Investment Research
Ohio
$101K +$89.8K +615 New
PFBT
509
Parkside Financial Bank & Trust
Missouri
$100K – – –
CTC
510
Central Trust Company
Missouri
$99K -$144K -987 -62%
ST
511
Smithfield Trust
Pennsylvania
$96K -$134K -917 -61%
ED
512
Exane Derivatives
France
$93K +$35.2K +241 +74%
APC
513
Aspire Private Capital
North Carolina
$92K -$3.36K -23 -4%
MUS
514
Mitsubishi UFJ Securities
Japan
$88K -$27.7K -190 -26%
LF
515
Lee Financial
Texas
$86K +$76.7K +525 New
RIA
516
Realta Investment Advisors
Delaware
$81K +$73.8K +505 New
OIA
517
OneDigital Investment Advisors
Kansas
$73K +$8.76K +60 +16%
APA
518
American Portfolios Advisors
New York
$72.9K +$3.65K +25 +6%
PCG
519
Private Capital Group
Connecticut
$72K -$32.3K -221 -33%
BHWM
520
Bay Harbor Wealth Management
Maryland
$69K – – –
QCG
521
Quadrant Capital Group
Ohio
$69K +$61K +418 +4,644%
WT
522
Whittier Trust
California
$64K – – –
MIM
523
MetLife Investment Management
New Jersey
$63.9K +$38.3K +262 +200%
NCM
524
Next Capital Management
New York
$62K – – –
OSNBOA
525
Old Second National Bank of Aurora
Illinois
$60K – – –
19 20
21
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