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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
601
TRUE Private Wealth Advisors
Oregon
$39K +$42.1K +188 +1,044%
PFO
602
Pathstone Family Office
New Jersey
$38K -$6.26K -28 -12%
CFB
603
Cullen/Frost Bankers
Texas
$38K – – –
PFSC
604
Peoples Financial Services Corp
Pennsylvania
$38K – – –
BG
605
Bollard Group
Massachusetts
$38K +$43.6K +195 +3,900%
PO
606
Private Ocean
California
$36K – – –
TCM
607
Tradewinds Capital Management
Washington
$36K – – –
AIC
608
Ameritas Investment Company
Nebraska
$34K -$66.4K -297 -61%
VCM
609
Versant Capital Management
Arizona
$33K +$4.03K +18 +11%
GSWM
610
Golden State Wealth Management
California
$33K +$38.9K +174 New
AF
611
Allworth Financial
California
$32K +$1.12K +5 +3%
SQA
612
Simon Quick Advisors
New Jersey
$30K -$2.46K -11 -6%
1W
613
1776 Wealth
Georgia
$29K +$11.9K +53 +52%
SSB
614
Sandy Spring Bank
Maryland
$28K +$22.4K +100 +200%
CA
615
Centerpoint Advisors
Massachusetts
$27K – – –
EWM
616
Edge Wealth Management
New York
$27K – – –
IFAM
617
Institutional & Family Asset Management
Colorado
$27K +$3.13K +14 +11%
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$27K +$9.84K +44 +45%
BBHC
619
Brown Brothers Harriman & Co
New York
$25K -$24.8K -111 -46%
ZB
620
Zions Bancorporation
Utah
$25K +$25.1K +112 +560%
O
621
Ossiam
France
$24K -$63.1K -282 -69%
CBT
622
Central Bank & Trust
Kentucky
$24K – – –
BHWM
623
Bay Harbor Wealth Management
Maryland
$23K – – –
DWM
624
Darwin Wealth Management
Florida
$23K +$28.9K +129 New
RE
625
RBC Europe
United Kingdom
$22.2K – – –
23 24
25
26 27