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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
651
Balasa Dinverno & Foltz
$378K -$11.4K -35 -3%
FCH
652
Freestone Capital Holdings
Washington
$377K +$86.9K +267 +35%
VWM
653
Vigilare Wealth Management
Arizona
$374K -$36.8K -113 -10%
LNC
654
Lincoln National Corp
Pennsylvania
$372K -$17.3K -53 -5%
NA
655
Navellier & Associates
Nevada
$372K – – –
EDRH
656
Edmond de Rothschild Holding
Switzerland
$371K -$9.44K -29 -3%
SDWMA
657
Schneider Downs Wealth Management Advisors
Pennsylvania
$371K – – –
PFPT
658
Pinnacle Financial Partners (Tennessee)
Tennessee
$370K -$395K -1,215 -55%
TFS
659
Thoroughbred Financial Services
Tennessee
$368K +$328K +1,008 New
HCM
660
Hollencrest Capital Management
California
$367K +$32.5K +100 +11%
AFS
661
Annapolis Financial Services
Maryland
$365K – – –
RWP
662
Revolve Wealth Partners
New Jersey
$364K -$651 -2 -0.2%
FMAEN1
663
Fund Management at Engine No 1
California
$363K +$324K +995 New
OIM
664
Oder Investment Management
California
$354K -$3.58K -11 -1%
AA
665
Apriem Advisors
California
$351K -$35.8K -110 -10%
PWA
666
Physician Wealth Advisors
Utah
$351K +$62.5K +192 +25%
DWT
667
Dorsey & Whitney Trust
South Dakota
$349K +$32.9K +101 +12%
GVAG
668
Great Valley Advisor Group
Delaware
$348K -$23.8K -73 -7%
AAS
669
Avantax Advisory Services
Texas
$344K -$325 -1 -0.1%
SIA
670
Schechter Investment Advisors
Michigan
$343K +$306K +939 New
CCP
671
Carmel Capital Partners
California
$341K – – –
LS
672
Livforsakringsbolaget Skandia
Sweden
$336K – – –
CP
673
Corbenic Partners
Pennsylvania
$336K +$65.1K +200 +28%
CCA
674
Checchi Capital Advisers
California
$335K -$17.9K -55 -6%
EWM
675
EPG Wealth Management
Georgia
$335K +$33.8K +104 +13%
25 26
27
28 29