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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SRA
501
Secured Retirement Advisors
Minnesota
$1.62M +$22.5K +69 +2%
FBFS
502
First Business Financial Services
Wisconsin
$1.61M +$47.3K +145 +4%
VFA
503
Valeo Financial Advisors
Indiana
$1.6M +$107K +329 +9%
CL
504
Choreo LLC
Illinois
$1.6M -$194K -594 -12%
BAM
505
Belpointe Asset Management
Nevada
$1.59M +$11.8K +36 +0.6%
OCBCO
506
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.59M -$901K -2,759 -40%
CCM
507
Chickasaw Capital Management
Tennessee
$1.58M -$2.29K -7 -0.2%
CC
508
Chicago Capital
Illinois
$1.57M +$1.34M +4,106 New
IWM
509
IHT Wealth Management
Illinois
$1.56M -$313K -958 -19%
IP
510
Intellectus Partners
California
$1.56M -$89.8K -275 -6%
GLR
511
Great Lakes Retirement
Ohio
$1.55M +$56.5K +173 +4%
TC
512
TownSquare Capital
Utah
$1.52M +$581K +1,781 +81%
AAS
513
Avantax Advisory Services
Texas
$1.51M +$28.1K +86 +2%
S
514
SignatureFD
Georgia
$1.51M +$73.5K +225 +6%
PAM
515
Panagora Asset Management
Massachusetts
$1.5M -$42.9M -131,288 -97%
WP
516
WealthPLAN Partners
Nebraska
$1.48M -$314K -962 -20%
PS
517
Principal Securities
Iowa
$1.47M +$263K +806 +26%
IEFM
518
IQ EQ Fund Management
Ireland
$1.47M -$211K -646 -14%
OIA
519
OneDigital Investment Advisors
Kansas
$1.47M -$794K -2,431 -39%
MYIA
520
Mount Yale Investment Advisors
Colorado
$1.47M -$200K -614 -14%
SLI
521
Sumitomo Life Insurance
Japan
$1.46M -$16.6K -51 -1%
RL
522
Retireful LLC
Michigan
$1.46M +$1.25M +3,821 New
JSSH
523
J. Safra Sarasin Holding
$1.46M +$165K +504 +15%
MMA
524
Miracle Mile Advisors
California
$1.44M +$717K +2,195 +141%
ACM
525
Aljian Capital Management
Nevada
$1.42M -$355K -1,088 -23%
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