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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$494K -$11.9K -38 -3%
NAMP
652
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$492K +$12.5K +40 +3%
TCM
653
Teza Capital Management
Illinois
$489K -$140K -447 -25%
CB
654
CNB Bank
Pennsylvania
$488K +$25.1K +80 +6%
SC
655
Saltoro Capital
Texas
$479K +$395K +1,260 New
PFWA
656
Paces Ferry Wealth Advisors
Georgia
$477K +$1.25K +4 +0.3%
CLOS
657
Compagnie Lombard Odier SCmA
Switzerland
$473K -$69.3K -221 -15%
BCM
658
Buckhead Capital Management
Georgia
$466K – – –
WAS
659
WESPAC Advisors SoCal
California
$463K -$130K -415 -25%
VFA
660
Voya Financial Advisors
Connecticut
$459K -$17.6K -56 -4%
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$457K -$167K -533 -30%
1WA
662
180 Wealth Advisors
Washington
$457K -$102K -324 -21%
BPA
663
Beacon Pointe Advisors
California
$456K -$45.1K -144 -10%
USCWA
664
U.S. Capital Wealth Advisors
Texas
$452K -$28.5K -91 -7%
PFPT
665
Pinnacle Financial Partners (Tennessee)
Tennessee
$452K -$15K -48 -4%
ES
666
Eagle Strategies
New York
$450K +$387K +1,235 New
LWAM
667
Legacy Wealth Asset Management
Minnesota
$447K +$11.3K +36 +3%
CI
668
Cigna Investments
Connecticut
$446K -$4.7K -15 -1%
AWM
669
Axxcess Wealth Management
California
$439K +$378K +1,205 New
WTB
670
Washington Trust Bank
Washington
$438K – – –
AIMC
671
Alley Investment Management Company
Illinois
$437K – – –
BCM
672
Bourgeon Capital Management
Connecticut
$437K – – –
AWE
673
Avidian Wealth Enterprises
Texas
$437K +$376K +1,199 New
PA
674
Parallel Advisors
California
$432K -$186K -592 -33%
SIA
675
Schear Investment Advisers
Ohio
$429K +$22.9K +73 +7%
25 26
27
28 29