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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
601
Lake Street Private Wealth
Illinois
$715K +$14.4K +39 +2%
MOS
602
MGO One Seven
Ohio
$707K -$312K -846 -31%
CP
603
CenterBook Partners
Connecticut
$699K +$681K +1,846 New
CC
604
Centiva Capital
New York
$689K +$469K +1,270 +231%
LHC
605
Little House Capital
Massachusetts
$686K +$6.64K +18 +1%
ARG
606
Advisory Resource Group
Oklahoma
$675K -$25.5K -69 -4%
AIM
607
Anchor Investment Management
South Carolina
$673K +$275K +745 +72%
MWM
608
Meridian Wealth Management
Kentucky
$671K +$249K +674 +61%
MC
609
Machina Capital
France
$671K +$443K +1,201 +210%
EP
610
Edgestream Partners
New Jersey
$667K +$650K +1,761 New
CNAM
611
Campbell Newman Asset Management
Wisconsin
$666K -$5.9K -16 -0.9%
SW
612
SteelPeak Wealth
California
$665K -$36.9K -100 -5%
KA
613
Kintegral Advisory
New York
$661K – – –
KCM
614
KRS Capital Management
Michigan
$658K -$24K -65 -4%
DC
615
Davenport & Co
Virginia
$654K -$128K -346 -17%
PVI
616
Pine Valley Investments
New Jersey
$649K +$1.11K +3 +0.2%
PWP
617
Perfromance Wealth Partners
Illinois
$646K -$16.6K -45 -3%
CFGS
618
Concourse Financial Group Securities
Alabama
$644K +$26.2K +71 +4%
KWM
619
Kingsview Wealth Management
Oregon
$636K +$27.7K +75 +5%
CT
620
Columbia Trust
Oregon
$634K -$6.64K -18 -1%
NRD
621
Nebula Research & Development
New York
$628K +$612K +1,658 New
SWP
622
Stratos Wealth Partners
Ohio
$625K -$122K -330 -17%
AWM
623
Avitas Wealth Management
California
$621K -$156K -424 -21%
EWM
624
EPG Wealth Management
Georgia
$619K +$53.1K +144 +10%
RSWM
625
Robertson Stephens Wealth Management
California
$615K -$22.1K -60 -4%
23 24
25
26 27