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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
551
Meiji Yasuda Asset Management
Japan
$458K +$170K +519 +53%
CCM
552
Coldstream Capital Management
Washington
$457K -$4.6K -14 -0.9%
WAOTB
553
Wealth Advisors of Tampa Bay
Florida
$457K +$489K +1,490 New
DBRC
554
D.B. Root & Company
Pennsylvania
$444K +$475K +1,448 New
OIM
555
Oder Investment Management
California
$441K – – –
ZCA
556
Zeke Capital Advisors
Pennsylvania
$437K +$53.5K +163 +13%
JWCA
557
J.W. Cole Advisors
Florida
$436K -$42.7K -130 -8%
HFS
558
Hantz Financial Services
Michigan
$436K +$139K +422 +42%
SWP
559
Stratos Wealth Partners
Ohio
$435K -$89K -271 -16%
EWA
560
EP Wealth Advisors
California
$432K +$36.8K +112 +9%
PP
561
Professional Planning
California
$427K -$71.2K -217 -13%
SW
562
SlateStone Wealth
Florida
$426K -$19.7K -60 -4%
FB
563
Fulton Bank
Pennsylvania
$426K +$19.4K +59 +4%
DILIC
564
Dai-ichi Life Insurance Company
Japan
$422K -$2.04M -6,200 -82%
IC
565
Inscription Capital
Texas
$413K +$39.4K +120 +10%
BI
566
Bramshill Investments
Florida
$409K +$24.3K +74 +6%
TSS
567
Two Sigma Securities
New York
$404K -$336K -1,025 -44%
PFWA
568
Paces Ferry Wealth Advisors
Georgia
$401K -$32.8K -100 -7%
BO
569
BRR OpCo
Ohio
$401K +$430K +1,309 New
VI
570
Vestcor Inc
New Brunswick, Canada
$395K -$386K -1,177 -48%
IAA
571
Independent Advisor Alliance
North Carolina
$395K +$423K +1,289 New
ESCM
572
Echo Street Capital Management
New York
$394K +$422K +1,284 New
KFP
573
KB Financial Partners
New Jersey
$394K +$422K +1,284 New
VSWA
574
Vontobel Swiss Wealth Advisors
Switzerland
$393K +$158K +481 +60%
SCM
575
Southport Capital Management
Tennessee
$393K +$420K +1,280 New
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