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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
676
SkyOak Wealth
Michigan
$275K -$25.4K -140 -10%
AFT
677
Alpha Family Trust
California
$274K +$239K +1,320 New
NFA
678
Northern Financial Advisors
Michigan
$274K +$239K +1,319 New
NGM
679
North Growth Management
British Columbia, Canada
$273K – – –
AIM
680
Access Investment Management
Georgia
$272K – – –
WWM
681
Walser Wealth Management
Florida
$268K +$233K +1,288 New
RA
682
Ransom Advisory
Rhode Island
$262K -$32.6K -180 -13%
NWAG
683
Net Worth Advisory Group
Utah
$261K -$47.6K -263 -17%
TAM
684
Trust Asset Management
Texas
$260K -$9.42K -52 -4%
AAA
685
American Alpha Advisors
New York
$260K -$54.3K -300 -19%
AIM
686
Acropolis Investment Management
Missouri
$259K +$226K +1,245 New
MWM
687
Modera Wealth Management
New Jersey
$253K +$1.27K +7 +0.6%
MT
688
Midwest Trust
Kansas
$253K -$14.1K -78 -6%
MAWA
689
Moss Adams Wealth Advisors
Washington
$253K +$220K +1,216 New
SWP
690
Stratos Wealth Partners
Ohio
$251K -$46.9K -259 -18%
AIMC
691
Alley Investment Management Company
Illinois
$249K – – –
PS
692
Principal Securities
Iowa
$249K +$3.8K +21 +2%
AI
693
Atria Investments
North Carolina
$248K +$216K +1,194 New
GAM
694
Groupama Asset Management
France
$248K -$11.6K -64 -5%
KFP
695
Kerr Financial Planning
California
$247K – – –
KFS
696
Kaizen Financial Strategies
California
$247K +$216K +1,190 New
CCA
697
Cadent Capital Advisors
Oklahoma
$244K +$213K +1,175 New
PGF
698
Plan Group Financial
Oklahoma
$243K +$212K +1,170 New
JWCA
699
J.W. Cole Advisors
Florida
$239K -$131K -721 -36%
PAMS
700
Pinpoint Asset Management (Singapore)
$238K +$207K +1,143 New
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