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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
551
Realta Investment Advisors
Delaware
$82K -$47.1K -252 -38%
QCG
552
Quadrant Capital Group
Ohio
$80K – – –
IA
553
IFP Advisors
Florida
$79K +$77.7K +416 New
RBC
554
Roble Belko & Company
Pennsylvania
$78K – – –
PO
555
Private Ocean
California
$78K +$28K +150 +59%
FHA
556
Flagship Harbor Advisors
Massachusetts
$76K -$48.8K -261 -40%
WT
557
Whittier Trust
California
$75K – – –
NCM
558
Next Capital Management
New York
$73K -$11K -59 -14%
OSNBOA
559
Old Second National Bank of Aurora
Illinois
$70K – – –
AIM
560
AIA Investment Management
Singapore
$70K +$68K +364 New
CCMW
561
Cypress Capital Management (Wyoming)
Wyoming
$67K – – –
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$65K – – –
BCWM
563
Bartlett & Co Wealth Management
Ohio
$64.5K +$59.8K +320 +2,133%
M
564
Mirova
France
$64K – – –
BC
565
Bartlett & Co
Ohio
$64K +$59.8K +320 +2,133%
PCG
566
Private Capital Group
Connecticut
$61K -$102K -546 -63%
MSFP
567
Mark Sheptoff Financial Planning
Connecticut
$58K – – –
PMFA
568
Plante Moran Financial Advisors
Michigan
$58K – – –
SMG
569
Spectrum Management Group
Indiana
$57K -$275K -1,472 -83%
HNB
570
Huntington National Bank
Ohio
$57K +$187 +1 +0.3%
WTC
571
WhitTier Trust Company
Nevada
$55K +$22.4K +120 +73%
CA
572
Centerpoint Advisors
Massachusetts
$52K – – –
RCAG
573
Rehmann Capital Advisory Group
Michigan
$51.2K -$14.8K -79 -23%
NSIM
574
North Star Investment Management
Illinois
$51K +$49.5K +265 New
RWA
575
Ropes Wealth Advisors
Massachusetts
$50K -$5.79K -31 -11%
21 22
23
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