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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
651
AXS Investments
New York
$578K -$395K -1,035 -41%
AWM
652
Apollon Wealth Management
South Carolina
$578K -$309K -809 -35%
PCM
653
Penserra Capital Management
California
$577K +$571K +1,494 +24,900%
ES
654
Eagle Strategies
New York
$574K +$50.4K +132 +10%
CWM
655
Congress Wealth Management
Massachusetts
$574K – – –
RA
656
RFG Advisory
Alabama
$572K -$5.35K -14 -0.9%
NCM
657
Narwhal Capital Management
Georgia
$571K +$566K +1,482 New
TYCC
658
Texas Yale Capital Corp
Florida
$570K – – –
MS
659
Maven Securities
Jersey
$568K -$21.4K -56 -4%
IWC
660
Integrated Wealth Concepts
Massachusetts
$565K +$15.7K +41 +3%
TC
661
Telemus Capital
Michigan
$562K -$26K -68 -4%
WA
662
Wealth Alliance
New York
$556K -$64.2K -168 -10%
IC
663
Inscription Capital
Texas
$554K – – –
TCA
664
Transcend Capital Advisors
New Jersey
$553K +$382 +1 +0.1%
CMI
665
Clare Market Investments
Texas
$548K +$280K +734 +107%
FHA
666
Flagship Harbor Advisors
Massachusetts
$544K +$16.8K +44 +3%
CB
667
CNB Bank
Pennsylvania
$543K +$44.7K +117 +9%
M1FG
668
Mach-1 Financial Group
Arkansas
$542K -$65K -170 -11%
1SB
669
1ST Source Bank
Indiana
$536K -$43.9K -115 -8%
JF
670
Joule Financial
Kentucky
$533K +$243K +635 +85%
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$532K +$6.5K +17 +1%
HT
672
Headlands Technologies
Illinois
$531K -$26K -68 -5%
IAA
673
Independent Advisor Alliance
North Carolina
$530K -$59.6K -156 -10%
TFS
674
Thoroughbred Financial Services
Tennessee
$529K +$166K +435 +46%
CAG
675
Crestwood Advisors Group
Massachusetts
$528K -$701K -1,836 -57%
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