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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
676
Buckhead Capital Management
Georgia
$284K – – –
LNC
677
Lincoln National Corp
Pennsylvania
$284K +$4.86K +14 +2%
VHAM
678
Van Hulzen Asset Management
California
$284K +$283K +815 New
LWA
679
Lineweaver Wealth Advisors
Ohio
$282K +$32.3K +93 +13%
VSWA
680
Vontobel Swiss Wealth Advisors
Switzerland
$279K +$25.7K +74 +10%
MWM
681
Meridian Wealth Management
Kentucky
$278K -$18.4K -53 -6%
CCA
682
Checchi Capital Advisers
California
$277K +$7.99K +23 +3%
CGH
683
Crossmark Global Holdings
Texas
$274K -$3.47K -10 -1%
CA
684
Clearstead Advisors
Ohio
$273K -$3.13K -9 -1%
KPW
685
Kore Private Wealth
New York
$271K +$15.6K +45 +6%
BDS
686
Banco de Sabadell
Florida
$270K -$2.13M -6,129 -89%
DADC
687
D.A. Davidson & Co
Montana
$266K -$77.1K -222 -23%
CAM
688
Cresset Asset Management
Illinois
$266K +$4.51K +13 +2%
PWA
689
Physician Wealth Advisors
Utah
$265K -$8.68K -25 -3%
WPW
690
Waldron Private Wealth
Pennsylvania
$264K +$29.5K +85 +13%
LFF
691
Level Four Financial
Texas
$263K +$263K +756 New
ATC
692
Argent Trust Co
Tennessee
$261K +$14.2K +41 +6%
CCM
693
Coe Capital Management
Illinois
$261K +$260K +750 New
EWM
694
EPG Wealth Management
Georgia
$259K +$46.9K +135 +22%
HC
695
Henshaw Capital
Massachusetts
$259K – – –
MFG
696
Menard Financial Group
Texas
$258K -$2.43K -7 -0.9%
RIA
697
Regal Investment Advisors
Michigan
$257K +$256K +738 New
WMP
698
Wealth Management Partners
Arizona
$255K +$267K +770 New
VIA
699
Vident Investment Advisory
Georgia
$254K -$176K -508 -41%
BOPW
700
Brandywine Oak Private Wealth
Pennsylvania
$253K +$10.4K +30 +4%
26 27
28
29 30