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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.4K – – –
LFASL
677
Lugano Financial Advisors SA (LFA)
Switzerland
$11.1K – – –
HBW
678
Hazlett, Burt & Watson
West Virginia
$11K – – –
HDIM
679
Hanson & Doremus Investment Management
Vermont
$11K +$13.4K +100 New
AWM
680
Activest Wealth Management
Florida
$10.8K -$2.67K -20 -17%
NEWAS
681
N.E.W. Advisory Services
Wisconsin
$10.5K +$134 +1 +1%
AUB
682
Atlantic Union Bankshares
Virginia
$10.4K – – –
PTC
683
Private Trust Company
Ohio
$10K -$1.07K -8 -8%
TFGT
684
TS Financial Group (TSFG)
Illinois
$10K -$2.67K -20 -19%
CA
685
CoreCap Advisors
Michigan
$9.93K +$8.15K +61 +235%
API
686
Asset Planning Inc
California
$9.71K – – –
BWA
687
Basecamp Wealth Advisors
Washington
$9.71K +$3.21K +24 +39%
BF
688
BOK Financial
Oklahoma
$9.48K -$6.81K -51 -38%
AFC
689
Ares Financial Consulting
California
$9.48K – – –
LC
690
Luminist Capital
Michigan
$9.48K +$11.1K +83 New
CWP
691
Concord Wealth Partners
Virginia
$9.13K +$10.7K +80 New
WSFS
692
Wilmington Savings Fund Society
Delaware
$9.02K -$25.1K -188 -70%
CFB
693
Cullen/Frost Bankers
Texas
$9.02K +$401 +3 +4%
GCM
694
Gunpowder Capital Management
Maryland
$8.91K -$32.7K -245 -76%
HWA
695
HHM Wealth Advisors
Tennessee
$8.68K – – –
TCOV
696
Trust Company of Vermont
Vermont
$8.68K +$10.2K +76 New
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$8.45K -$267 -2 -3%
S
698
Sachetta
Massachusetts
$8.11K +$2.81K +21 +42%
OW
699
Olistico Wealth
Oklahoma
$7.99K -$2.4K -18 -20%
KFAS
700
Keating Financial Advisory Services
Kansas
$7.88K +$6.68K +50 +263%
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28
29 30