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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SGFG
651
Silver Grove Financial Group
New York
$20K +$23.4K +175 New
GWM
652
Geneos Wealth Management
Colorado
$19.8K -$320K -2,397 -93%
QC
653
Quent Capital
New York
$18.7K -$38.1K -285 -63%
IA
654
IFG Advisory
Georgia
$18.5K +$21.6K +162 New
GKIM
655
GW&K Investment Management
Massachusetts
$18K +$4.14K +31 +24%
SIC
656
SJS Investment Consulting
Ohio
$17.8K -$45.8K -343 -69%
PWA
657
Physician Wealth Advisors
Utah
$17.6K -$63.3K -474 -75%
WIM
658
Westside Investment Management
California
$17.1K – – –
BWM
659
Bernard Wealth Management
Michigan
$16.4K – – –
TWD
660
True Wealth Design
Ohio
$16.2K -$105K -788 -85%
TF
661
Tompkins Financial
New York
$16K – – –
BONH
662
Bank of New Hampshire
New Hampshire
$16K +$18.7K +140 New
GA
663
GoalVest Advisory
New York
$15.1K – – –
CA
664
Crewe Advisors
Utah
$14.3K – – –
TFIPS
665
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.3K – – –
AG
666
AmeriFlex Group
Nevada
$14K -$33.8K -253 -67%
CA
667
Centerpoint Advisors
Massachusetts
$14K – – –
PK
668
Pflug Koory
Nebraska
$13.6K – – –
TCM
669
Tradewinds Capital Management
Washington
$13.1K +$13.1K +98 +576%
FAM
670
Fulcrum Asset Management
United Kingdom
$12.8K +$15K +112 New
EP
671
Evelyn Partners
$12.6K +$14.7K +110 New
AT
672
Avalon Trust
New Mexico
$12.1K – – –
CAL
673
Capital Analysts LLC
Pennsylvania
$12K +$13.8K +103 New
CPG
674
Cornerstone Planning Group
New Jersey
$11.6K -$5.88K -44 -30%
CTA
675
Colonial Trust Advisors
South Carolina
$11.5K -$21.1K -158 -61%
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