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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
626
Gradient Capital Advisors
California
$1.02M – – –
AI
627
AXS Investments
New York
$1.02M +$216K +500 +33%
BWM
628
Bulltick Wealth Management
Florida
$1.02M +$28.1K +65 +3%
DL
629
DOHJ LLC
Washington
$1.02M +$861K +1,993 New
CT
630
Caldwell Trust
Florida
$1.01M +$91.6K +212 +12%
MAS
631
Meeder Advisory Services
Ohio
$1M +$72.6K +168 +9%
IAA
632
Independent Advisor Alliance
North Carolina
$1M +$254K +588 +43%
GAG
633
GM Advisory Group
New York
$993K – – –
GIA
634
Gladstone Institutional Advisory
Florida
$988K -$39.3K -91 -4%
JWCA
635
J.W. Cole Advisors
Florida
$983K -$235K -545 -22%
CT
636
Columbia Trust
Oregon
$973K +$93.8K +217 +13%
WI
637
Wahed Invest
New York
$970K +$65.7K +152 +9%
BFEC
638
Benjamin F. Edwards & Company
Missouri
$970K +$722K +1,671 +736%
MC
639
Maverick Capital
Texas
$966K +$817K +1,890 New
HFP
640
Holistic Financial Partners
Indiana
$954K -$65.2K -151 -7%
CD
641
Chapin Davis
Maryland
$950K +$803K +1,859 New
PAI
642
Pittenger & Anderson Inc
Nebraska
$949K +$544K +1,258 +210%
BFG
643
Bleakley Financial Group
New Jersey
$946K +$33.7K +78 +4%
SS
644
Simplicity Solutions
Minnesota
$946K +$33.7K +78 +4%
SIA
645
Schear Investment Advisers
Ohio
$943K +$1.73K +4 +0.2%
EH
646
Equitable Holdings
New York
$939K +$205K +475 +35%
LSPW
647
Lake Street Private Wealth
Illinois
$930K -$432 -1 -0.1%
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$920K +$216K +500 +38%
KIA
649
Knollwood Investment Advisory
Maryland
$919K +$776K +1,797 New
OAM
650
Ostrum Asset Management
France
$916K -$72.2K -167 -9%
24 25
26
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