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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
626
Stelac Advisory Services
New York
$436K -$46.5K -116 -10%
WANY
627
Wealthspire Advisors (New York)
New York
$435K +$431K +1,075 New
BI
628
Bramshill Investments
Florida
$430K -$108K -270 -20%
AA
629
Apriem Advisors
California
$429K -$40.1K -100 -9%
BG
630
Bollard Group
Massachusetts
$426K – – –
FRA
631
Frank Rimerman Advisors
California
$426K +$421K +1,052 New
MIM
632
Marco Investment Management
Georgia
$425K – – –
SW
633
SteelPeak Wealth
California
$425K +$20K +50 +5%
AG
634
AIA Group
Hong Kong
$418K +$87.3K +218 +27%
NA
635
Navellier & Associates
Nevada
$416K – – –
HB
636
Homrich & Berg
Georgia
$413K -$8.41K -21 -2%
SDWMA
637
Schneider Downs Wealth Management Advisors
Pennsylvania
$411K -$19.6K -49 -5%
GVAG
638
Great Valley Advisor Group
Delaware
$408K -$35.2K -88 -8%
V
639
Veritable
Delaware
$407K +$8.01K +20 +2%
SCA
640
Snowden Capital Advisors
New York
$407K +$20.4K +51 +5%
AFS
641
Annapolis Financial Services
Maryland
$405K – – –
FGAM
642
Financial Gravity Asset Management
Texas
$405K – – –
SSWM
643
Sheets Smith Wealth Management
North Carolina
$404K +$400K +998 New
BCA
644
Berman Capital Advisors
Georgia
$391K +$178K +444 +84%
PFG
645
PAX Financial Group
Texas
$389K -$9.61K -24 -2%
BWM
646
Bulltick Wealth Management
Florida
$389K -$161K -403 -30%
CCA
647
Checchi Capital Advisers
California
$388K +$10.8K +27 +3%
EI
648
Ellevest Inc
New York
$386K +$38.9K +97 +11%
ZB
649
Zions Bancorporation
Utah
$385K -$401 -1 -0.1%
IIM
650
Ipswich Investment Management
Massachusetts
$378K -$2K -5 -0.5%
24 25
26
27 28