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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
501
Legacy Capital Partners
Wisconsin
$641K – – –
BCI
502
Brinker Capital Investments
Pennsylvania
$639K -$3.59M -10,937 -84%
LWM
503
Loveless Wealth Management
Montana
$639K +$14.8K +45 +2%
FBT
504
First Bank & Trust
South Dakota
$635K +$110K +335 +19%
GIBU
505
Gulf International Bank (UK)
United Kingdom
$631K -$90.3K -275 -12%
BAMF
506
BI Asset Management Fondsmaeglerselskab
Denmark
$628K – – –
LOAMU
507
Lombard Odier Asset Management (USA)
New York
$628K +$672K +2,048 New
AC
508
Allstate Corporation
Illinois
$626K -$265K -807 -28%
KJHP
509
K.J. Harrison & Partners
Ontario, Canada
$613K – – –
MAFM
510
Mid Atlantic Financial Management
Pennsylvania
$606K -$5.91K -18 -0.9%
CWM
511
Cordatus Wealth Management
Pennsylvania
$606K +$293K +894 +83%
LSPW
512
Lake Street Private Wealth
Illinois
$605K -$4.92K -15 -0.8%
BAM
513
Belpointe Asset Management
Nevada
$600K -$577K -1,758 -47%
APA
514
American Portfolios Advisors
New York
$598K +$6.24K +19 +1%
BCM
515
Beck Capital Management
Texas
$594K -$38.1K -116 -6%
IA
516
IndexIQ Advisors
New York
$590K +$81.4K +248 +15%
NFG
517
Next Financial Group
Texas
$588K +$43.7K +133 +7%
AFA
518
Abacus FCF Advisors
Florida
$585K -$969K -2,953 -61%
PFPT
519
Pinnacle Financial Partners (Tennessee)
Tennessee
$582K +$23.3K +71 +4%
RWB
520
RMR Wealth Builders
New Jersey
$576K – – –
AWM
521
Apollon Wealth Management
South Carolina
$576K +$617K +1,879 New
TF
522
TLWM Financial
Texas
$568K +$29.2K +89 +5%
EI
523
Ethic Inc
New York
$566K +$76.2K +232 +14%
LS
524
Livforsakringsbolaget Skandia
Sweden
$559K – – –
CS
525
Comerica Securities
Michigan
$553K +$6.89K +21 +1%
19 20
21
22 23