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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
676
Private Trust Company
Ohio
$284K +$257K +779 New
EWM
677
EPG Wealth Management
Georgia
$277K – – –
OA
678
Oxbow Advisors
Texas
$276K – – –
IEFM
679
IQ EQ Fund Management
Ireland
$275K – – –
ETC
680
Exchange Traded Concepts
Oklahoma
$274K +$231K +702 +1,463%
DWT
681
Dorsey & Whitney Trust
South Dakota
$273K -$68.5K -208 -22%
ATC
682
Argent Trust Co
Tennessee
$273K +$329 +1 +0.1%
CPA
683
Clear Perspective Advisors
Illinois
$271K -$101K -306 -29%
KPW
684
Kore Private Wealth
New York
$268K +$659 +2 +0.3%
CG
685
Caprock Group
Idaho
$268K +$242K +734 New
BOPW
686
Brandywine Oak Private Wealth
Pennsylvania
$267K +$6.59K +20 +3%
FTDI
687
First Trust Direct Indexing
Massachusetts
$267K +$241K +732 New
FSA
688
Franklin Street Advisors
North Carolina
$266K -$7.99M -24,273 -97%
CIA
689
Compass Ion Advisors
Pennsylvania
$264K +$8.23K +25 +4%
GDP
690
Great Diamond Partners
Maine
$263K -$3.29K -10 -1%
CP
691
Corbenic Partners
Pennsylvania
$263K – – –
YMRC
692
Yorktown Management & Research Company
Virginia
$263K +$237K +720 New
GIA
693
Gladstone Institutional Advisory
Florida
$263K +$237K +721 New
DT
694
Diversified Trust
Tennessee
$262K +$237K +719 New
CWM
695
Connecticut Wealth Management
Connecticut
$261K -$8.23K -25 -3%
BC
696
Bridgefront Capital
Texas
$261K +$235K +714 New
NIM
697
Northeast Investment Management
Massachusetts
$257K – – –
SCA
698
Sage Capital Advisors
South Dakota
$257K – – –
ER
699
Enlightenment Research
Florida
$255K +$231K +700 New
WPW
700
Waldron Private Wealth
Pennsylvania
$251K +$4.94K +15 +2%
26 27
28
29 30