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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
676
First Trust Direct Indexing
Massachusetts
$826K +$237K +548 +51%
RCM
677
Riverpark Capital Management
New York
$825K – – –
KCM
678
KRS Capital Management
Michigan
$812K -$58.3K -135 -8%
HSA
679
HBK Sorce Advisory
Pennsylvania
$806K -$22K -51 -3%
CMI
680
Clare Market Investments
Texas
$805K +$65.7K +152 +11%
AWM
681
Avitas Wealth Management
California
$804K -$4.75K -11 -0.7%
GT
682
Glenmede Trust
Pennsylvania
$804K +$286K +661 +73%
MFG
683
Merit Financial Group
Georgia
$797K +$354K +820 +111%
GWA
684
Gratus Wealth Advisors
Virginia
$792K +$669K +1,549 New
GRP
685
Global Retirement Partners
California
$789K -$211K -488 -23%
CAM
686
CenterStar Asset Management
Illinois
$787K +$665K +1,540 New
TA
687
TFG Advisers
Michigan
$784K +$1.3K +3 +0.2%
NP
688
NorthRock Partners
Minnesota
$782K +$305K +705 +86%
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$780K +$62.6K +145 +11%
CWM
690
Congress Wealth Management
Massachusetts
$777K +$13K +30 +2%
IC
691
Inscription Capital
Texas
$773K +$32.4K +75 +5%
LNC
692
Lincoln National Corp
Pennsylvania
$771K +$104K +241 +19%
TYCC
693
Texas Yale Capital Corp
Florida
$767K +$9.51K +22 +1%
WAS
694
WESPAC Advisors SoCal
California
$765K +$97.2K +225 +18%
HCA
695
Harbour Capital Advisors
Virginia
$763K +$143K +330 +27%
APC
696
Aspire Private Capital
North Carolina
$760K +$642K +1,487 New
ES
697
Eagle Strategies
New York
$755K -$5.18K -12 -0.8%
KLCM
698
KG&L Capital Management
Louisiana
$754K -$43.6K -101 -6%
CFGS
699
Concourse Financial Group Securities
Alabama
$751K -$35K -81 -5%
RA
700
RFG Advisory
Alabama
$746K -$9.94K -23 -2%
26 27
28
29 30