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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
601
Strategic Wealth Partners
Ohio
$103K -$89.8K -672 -43%
LS
602
Livforsakringsbolaget Skandia
Sweden
$96.9K – – –
UB
603
UMB Bank
Missouri
$91.8K +$52K +389 +94%
QFMHK
604
Q Fund Management (Hong Kong)
$91.3K +$80.2K +600 +300%
LFG
605
Larson Financial Group
Missouri
$88.6K +$50.1K +375 +94%
EP
606
Essential Partners
California
$80.7K -$132K -985 -58%
SWM
607
Spire Wealth Management
Virginia
$73.5K -$28.1K -210 -25%
GRP
608
Global Retirement Partners
California
$72.2K +$84.6K +633 New
GITFIT
609
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$71.9K -$13.4K -100 -14%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$71.9K +$935 +7 +1%
HI
611
Hoey Investments
Pennsylvania
$70.7K -$935 -7 -1%
EWA
612
EverSource Wealth Advisors
Alabama
$70.7K -$326K -2,443 -80%
CA
613
Clearstead Advisors
Ohio
$61.8K +$36.1K +270 +100%
ACA
614
Atlas Capital Advisors
Wyoming
$60.5K +$70.8K +530 New
AWF
615
Alpha Wealth Funds
Utah
$58K +$68.1K +510 New
DWS
616
Dynamic Wealth Strategies
California
$57K +$12.3K +92 +23%
KFP
617
Kerr Financial Planning
California
$56.1K -$114K -850 -63%
AF
618
Advisornet Financial
Minnesota
$54.4K -$134 -1 -0.2%
CBT
619
CoreFirst Bank & Trust
Kansas
$51.4K +$6.68K +50 +13%
EB
620
Eastern Bank
Massachusetts
$49.1K -$4.26M -31,875 -99%
VCM
621
Versant Capital Management
Arizona
$47.5K -$82.8K -620 -60%
FHC
622
First Horizon Corporation
Tennessee
$46.1K -$2.94K -22 -5%
C
623
Covestor
United Kingdom
$46K -$9.22K -69 -15%
RBC
624
Roble Belko & Company
Pennsylvania
$46K – – –
RS
625
Rakuten Securities
Japan
$43.3K +$2.67K +20 +6%
23 24
25
26 27