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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
576
Kingswood Wealth Advisors
California
$496K -$530K -2,924 -55%
CAM
577
CenterStar Asset Management
Illinois
$493K -$1.35M -7,444 -76%
MIM
578
MTM Investment Management
South Carolina
$493K -$29.9K -165 -7%
MCA
579
Martin Capital Advisors
Texas
$491K – – –
QL
580
Quarry LP
New York
$491K +$428K +2,365 New
MOS
581
MGO One Seven
Ohio
$484K +$179K +987 +74%
IFU
582
iSAM Funds (UK)
United Kingdom
$480K +$419K +2,312 New
LCM
583
LVM Capital Management
Michigan
$477K +$416K +2,295 New
FT
584
Fiduciary Trust
Massachusetts
$472K -$106K -587 -21%
BG
585
Bellevue Group
Switzerland
$465K +$406K +2,240 New
HNB
586
Huntington National Bank
Ohio
$464K -$56.7K -313 -12%
FB
587
Fulton Bank
Pennsylvania
$461K +$104K +576 +35%
CAG
588
Crestwood Advisors Group
Massachusetts
$457K +$192K +1,059 +93%
LHWM
589
Lake Hills Wealth Management
Texas
$451K +$393K +2,172 New
CCM
590
Coldstream Capital Management
Washington
$450K +$174K +959 +79%
SOS
591
Silver Oak Securities
Tennessee
$449K +$386K +2,131 New
BAM
592
Byrne Asset Management
New Jersey
$442K -$95.1K -525 -20%
TFIPS
593
Towarzystwo Funduszy Inwestycyjnych PZU SA
$442K +$362K +2,000 +1,600%
GIA
594
GHP Investment Advisors
Colorado
$440K +$330K +1,822 +613%
CPIG
595
Chicago Partners Investment Group
Illinois
$440K +$140K +774 +51%
BAM
596
Belpointe Asset Management
Nevada
$438K +$3.8K +21 +1%
FCA
597
Fortis Capital Advisors
Kansas
$438K +$3.8K +21 +1%
MIA
598
MMBG Investment Advisors
Florida
$436K -$43.5K -240 -10%
CFO
599
Capitol Family Office
Oregon
$436K -$7.07K -39 -2%
DIP
600
Davis Investment Partners
North Carolina
$435K +$10.5K +58 +3%
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