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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
651
Washington Trust Bank
Washington
$328K +$385K +1,202 New
AIMC
652
Alley Investment Management Company
Illinois
$327K – – –
BCM
653
Bourgeon Capital Management
Connecticut
$327K – – –
LC
654
Longitude (Cayman)
Cayman Islands
$327K +$385K +1,200 New
LWA
655
Lineweaver Wealth Advisors
Ohio
$326K +$11.9K +37 +3%
KWM
656
Kolinsky Wealth Management
New Jersey
$326K +$91K +284 +31%
WI
657
Wahed Invest
New York
$325K -$48.1K -150 -11%
SWP
658
Strategic Wealth Partners
Ohio
$325K +$382K +1,193 New
CB
659
CNB Bank
Pennsylvania
$324K +$13.1K +41 +4%
WA
660
Wealth Alliance
New York
$322K +$378K +1,180 New
GCP
661
GSA Capital Partners
United Kingdom
$322K +$378K +1,181 New
CMBA
662
C.M. Bidwell & Associates
Hawaii
$322K +$379K +1,182 New
FMAEN1
663
Fund Management at Engine No 1
California
$321K +$58.3K +182 +18%
BWM
664
Bulltick Wealth Management
Florida
$320K -$234K -730 -38%
HSA
665
HBK Sorce Advisory
Pennsylvania
$318K -$130K -406 -26%
QC
666
Quent Capital
New York
$317K -$31.4K -98 -8%
OTL
667
Oak Thistle LLC
New York
$317K +$373K +1,163 New
ZB
668
Zions Bancorporation
Utah
$315K +$91K +284 +33%
RJT
669
Raymond James Trust
Florida
$314K -$31.1K -97 -8%
BS
670
Boenning & Scattergood
Pennsylvania
$314K +$6.73K +21 +2%
FPS
671
Fieldpoint Private Securities
Connecticut
$306K -$64.1K -200 -15%
CS
672
Comerica Securities
Michigan
$303K -$35.3K -110 -9%
BL
673
Balentine LLC
Georgia
$303K +$61.5K +192 +21%
DAS
674
Dynamic Advisor Solutions
Arizona
$302K -$6.73K -21 -2%
SCP
675
Silverleafe Capital Partners
Tennessee
$300K – – –
25 26
27
28 29