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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
626
Ethic Inc
New York
$243K -$949K -4,736 -78%
MFG
627
Merit Financial Group
Georgia
$242K -$236K -1,176 -46%
PA
628
Probity Advisors
Texas
$242K +$272K +1,358 New
GCM
629
Gallacher Capital Management
Colorado
$241K +$272K +1,357 New
KFP
630
Kerr Financial Planning
California
$240K +$289K +1,441 New
MOS
631
MGO One Seven
Ohio
$238K +$11.6K +58 +5%
DAS
632
Diversify Advisory Services
Utah
$237K -$141K -704 -33%
TAM
633
Trust Asset Management
Texas
$232K – – –
NGM
634
North Growth Management
British Columbia, Canada
$232K – – –
MT
635
Midwest Trust
Kansas
$231K -$293K -1,462 -53%
P
636
Pitcairn
Pennsylvania
$230K -$50.5K -252 -16%
WA
637
WP Advisors
California
$230K +$259K +1,294 New
MEAC
638
M.E. Allison & Co
Texas
$229K +$257K +1,285 New
SCI
639
Silver Coast Investments
United States
$228K +$257K +1,282 New
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$227K -$948K -4,731 -79%
BAM
641
Blueshift Asset Management
New Jersey
$227K +$256K +1,277 New
CA
642
Claro Advisors
Massachusetts
$224K +$252K +1,256 New
AF
643
Advisornet Financial
Minnesota
$223K -$111K -554 -31%
GAM
644
Groupama Asset Management
France
$223K -$1.54M -7,675 -86%
TC
645
TownSquare Capital
Utah
$222K -$333K -1,660 -57%
AFG
646
Atomi Financial Group
New York
$221K +$37.7K +188 +18%
BIG
647
Brooklyn Investment Group
New York
$220K -$7.61K -38 -4%
IWC
648
Integrated Wealth Concepts
Massachusetts
$219K -$248K -1,237 -50%
C
649
Covestor
United Kingdom
$217K +$52.1K +260 +27%
MWM
650
Modera Wealth Management
New Jersey
$215K -$11.2K -56 -4%
24 25
26
27 28