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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
526
Texas Yale Capital Corp
Florida
$304K +$280K +1,313 New
CONA
527
Capital One National Association
New York
$303K +$279K +1,307 New
SCP
528
Silverleafe Capital Partners
Tennessee
$301K – – –
IWC
529
Integrated Wealth Concepts
Massachusetts
$300K +$20.9K +98 +8%
MA
530
Mutual Advisors
Nebraska
$297K +$273K +1,280 New
BDF
531
Balasa Dinverno & Foltz
$295K +$6.39K +30 +2%
SFS
532
Sowell Financial Services
Arkansas
$294K +$258K +1,211 +2,018%
RJT
533
Raymond James Trust
Florida
$290K +$20.2K +95 +8%
CCP
534
Corient Capital Partners
California
$290K +$24.9K +117 +10%
CI
535
Cigna Investments
Connecticut
$288K -$10K -47 -4%
RCAMU
536
Rothschild & Co Asset Management US
Connecticut
$287K – – –
APA
537
American Portfolios Advisors
New York
$285K +$81K +380 +45%
AC
538
Alley Company
Illinois
$278K – – –
WB
539
WesBanco Bank
West Virginia
$272K +$10.7K +50 +4%
IIM
540
Ipswich Investment Management
Massachusetts
$269K -$1.07K -5 -0.4%
PCM
541
Prelude Capital Management
New York
$269K +$36.2K +170 +17%
SS
542
Simplicity Solutions
Minnesota
$267K -$6.39K -30 -3%
FIM
543
Freedom Investment Management
Connecticut
$261K +$240K +1,126 New
QI
544
Qtron Investments
Massachusetts
$260K -$92.7K -435 -28%
BCP
545
Blackhawk Capital Partners
Wisconsin
$260K – – –
AA
546
Apriem Advisors
California
$256K +$11.7K +55 +5%
CAN
547
Claraphi Advisory Network
United States
$252K -$4.48K -21 -2%
1WA
548
180 Wealth Advisors
Washington
$250K -$101K -475 -32%
GC
549
GFG Capital
Florida
$249K +$229K +1,075 New
AFC
550
AFT Forsyth & Company
Florida
$248K +$228K +1,070 New
20 21
22
23 24