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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
651
Seeds Investor
New York
$916K +$774K +1,792 New
VFA
652
Voya Financial Advisors
Connecticut
$910K +$263K +608 +52%
M1FG
653
Mach-1 Financial Group
Arkansas
$907K +$159K +369 +26%
DC
654
Davenport & Co
Virginia
$904K -$66.1K -153 -8%
VSQM
655
V-Square Quantitative Management
Illinois
$903K +$431K +997 +129%
CNAM
656
Campbell Newman Asset Management
Wisconsin
$902K +$3.89K +9 +0.5%
SCM
657
Semanteon Capital Management
Massachusetts
$895K +$756K +1,750 New
DAS
658
Dynamic Advisor Solutions
Arizona
$892K +$57.9K +134 +8%
SIA
659
Strategic Investment Advisors
Michigan
$891K +$753K +1,743 New
SAG
660
SageView Advisory Group
California
$888K +$797K +1,844 New
KA
661
Kintegral Advisory
New York
$887K -$4.75K -11 -0.6%
VFA
662
Valeo Financial Advisors
Indiana
$882K +$157K +363 +27%
ARG
663
Advisory Resource Group
Oklahoma
$877K -$77.8K -180 -9%
PCP
664
Pacific Capital Partners
$872K -$216K -499 -23%
HWM
665
HB Wealth Management
Georgia
$871K +$72.6K +168 +11%
LSAG
666
Lake Street Advisors Group
New Hampshire
$871K +$736K +1,703 New
IWC
667
Integrated Wealth Concepts
Massachusetts
$859K +$92.9K +215 +15%
EWM
668
EPG Wealth Management
Georgia
$858K +$33.7K +78 +4%
PVI
669
Pine Valley Investments
New Jersey
$855K -$19.4K -45 -3%
FP
670
Foundry Partners
Minnesota
$852K – – –
KWM
671
Kingsview Wealth Management
Oregon
$852K +$45.4K +105 +7%
SW
672
SteelPeak Wealth
California
$844K -$43.2K -100 -6%
MA
673
Montag & Associates
Georgia
$842K +$28.9K +67 +4%
PWP
674
Perfromance Wealth Partners
Illinois
$841K -$32.4K -75 -4%
WBC
675
Westpac Banking Corp
Australia
$835K -$836K -1,934 -54%
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