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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
DEA
601
DoubleLine ETF Adviser
Florida
$761K +$986K +2,687 New
NRG
602
Nemes Rush Group
Michigan
$756K -$12.5K -34 -1%
UAS
603
United Asset Strategies
New York
$744K -$1.14M -3,112 -54%
USAA
604
United Services Automobile Association
Texas
$740K +$927K +2,526 New
EWA
605
EP Wealth Advisors
California
$732K +$86.2K +235 +10%
PCA
606
Pallas Capital Advisors
Massachusetts
$728K +$675K +1,840 +251%
MCM
607
MAI Capital Management
Ohio
$728K -$42.9K -117 -4%
IC
608
Inscription Capital
Texas
$725K +$681K +1,857 New
PCM
609
Prelude Capital Management
New York
$720K +$598K +1,630 +179%
BAM
610
Byrne Asset Management
New Jersey
$717K -$73.7K -201 -7%
SAI
611
Savvy Advisors Inc
New York
$717K +$87.7K +239 +10%
QPW
612
Quantum Private Wealth
Florida
$705K -$4.04K -11 -0.4%
FCA
613
Fortis Capital Advisors
Kansas
$704K +$1.47K +4 +0.2%
QL
614
Quarry LP
New York
$703K +$872K +2,378 +2,265%
FPL
615
Fortress Private Ledger
North Carolina
$701K +$4.04K +11 +0.4%
FAIM
616
Financial Advocates Investment Management
Washington
$700K -$150K -408 -14%
APWM
617
Argonautica Private Wealth Management
Massachusetts
$697K -$5.5K -15 -0.6%
ISL
618
Ingalls & Snyder LLC
New York
$693K -$22K -60 -2%
GCS
619
Gordian Capital (Singapore)
Singapore
$692K -$21.6K -59 -2%
NW
620
NewEdge Wealth
Pennsylvania
$688K +$14.3K +39 +2%
KAS
621
KPP Advisory Services
Kentucky
$687K +$157K +427 +21%
SFA
622
Sequoia Financial Advisors
Ohio
$676K +$17.6K +48 +2%
SCA
623
Snowden Capital Advisors
New York
$675K +$318K +866 +57%
RFC
624
Regions Financial Corp
Alabama
$671K +$22.4K +61 +3%
MCA
625
Martin Capital Advisors
Texas
$669K -$36.7K -100 -4%
23 24
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