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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
601
WealthSource Partners
California
$341K +$16.4K +50 +5%
APP
602
Alpha Paradigm Partners
Illinois
$341K +$226K +689 +163%
QT
603
Quantamental Technologies
New York
$338K +$361K +1,101 New
SCP
604
Silverleafe Capital Partners
Tennessee
$337K – – –
TA
605
TFG Advisers
Michigan
$337K +$31.8K +97 +10%
BS
606
Boenning & Scattergood
Pennsylvania
$336K +$6.24K +19 +2%
LWCFA
607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$336K +$6.57K +20 +2%
IIM
608
Ipswich Investment Management
Massachusetts
$334K – – –
PCA
609
Pallas Capital Advisors
Massachusetts
$333K +$337K +1,027 New
HB
610
Homrich & Berg
Georgia
$331K +$30.5K +93 +9%
SDWMA
611
Schneider Downs Wealth Management Advisors
Pennsylvania
$325K +$15.1K +46 +5%
AA
612
Apriem Advisors
California
$324K +$27.9K +85 +9%
CF
613
Centaurus Financial
California
$324K +$151K +460 +77%
BG
614
Bollard Group
Massachusetts
$323K -$328 -1 -0.1%
CPA
615
Clear Perspective Advisors
Illinois
$322K -$42.7K -130 -11%
MIM
616
Marco Investment Management
Georgia
$322K – – –
MFG
617
Menard Financial Group
Texas
$322K +$102K +310 +42%
CB
618
CNB Bank
Pennsylvania
$320K +$60.4K +184 +21%
PFG
619
PAX Financial Group
Texas
$314K -$17.4K -53 -5%
SCA
620
Spearhead Capital Advisors
Florida
$314K +$23.6K +72 +8%
MMA
621
Miracle Mile Advisors
California
$309K +$32.8K +100 +11%
NL
622
NVWM LLC
Pennsylvania
$308K -$553K -1,686 -63%
BCM
623
Buckhead Capital Management
Georgia
$308K +$62.4K +190 +23%
SW
624
SteelPeak Wealth
California
$307K -$1.27M -3,879 -80%
OIA
625
OneDigital Investment Advisors
Kansas
$307K -$57.4K -175 -15%
23 24
25
26 27