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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$400K – – –
BDF
602
Balasa Dinverno & Foltz
$399K -$7.58K -23 -2%
BS
603
Boenning & Scattergood
Pennsylvania
$399K – – –
UB
604
UMB Bank
Missouri
$391K -$6.96M -21,126 -95%
DWM
605
Dakota Wealth Management
Florida
$390K -$173K -524 -33%
SDWMA
606
Schneider Downs Wealth Management Advisors
Pennsylvania
$388K +$988 +3 +0.3%
PCA
607
Personal Capital Advisors
California
$388K +$20.7K +63 +6%
CT
608
Caldwell Trust
Florida
$388K +$99.1K +301 +40%
BG
609
Bollard Group
Massachusetts
$384K – – –
MIM
610
Marco Investment Management
Georgia
$383K – – –
TMAM
611
Tokio Marine Asset Management
Japan
$382K +$45.4K +138 +15%
HB
612
Homrich & Berg
Georgia
$380K -$12.2K -37 -3%
NA
613
Navellier & Associates
Nevada
$376K -$6.11M -18,568 -95%
IC
614
IEQ Capital
California
$370K +$334K +1,015 New
APP
615
Alpha Paradigm Partners
Illinois
$368K -$34.6K -105 -9%
AFS
616
Annapolis Financial Services
Maryland
$365K – – –
FGAM
617
Financial Gravity Asset Management
Texas
$365K – – –
SW
618
SteelPeak Wealth
California
$365K – – –
BPA
619
Beacon Pointe Advisors
California
$364K +$329K +998 New
AAS
620
Avantax Advisory Services
Texas
$363K +$328K +996 New
CPWA
621
Cerro Pacific Wealth Advisors
California
$362K +$327K +993 New
PFG
622
PAX Financial Group
Texas
$360K -$12.5K -38 -4%
V
623
Veritable
Delaware
$360K +$5.93K +18 +2%
SWM
624
SeaCrest Wealth Management
New York
$358K +$988 +3 +0.3%
IAA
625
Independent Advisor Alliance
North Carolina
$357K -$102K -310 -24%
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