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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
701
Manchester Capital Management
Vermont
$6K – – –
AA
702
Ancora Advisors
Ohio
$6K +$5.12K +24 New
HWM
703
HighMark Wealth Management
Minnesota
$6K +$5.75K +27 New
JSC
704
Jackson Square Capital
California
$6K +$5.97K +28 New
SWM
705
Selective Wealth Management
Virginia
$5K – – –
SIS
706
Sound Income Strategies
Florida
$5K – – –
ZB
707
Zions Bancorporation
Utah
$5K – – –
DTIM
708
Danda Trouve Investment Management
Kansas
$5K +$4.26K +20 New
LWM
709
Lenox Wealth Management
Ohio
$5K +$4.26K +20 New
TSW
710
Thompson Siegel & Walmsley
Virginia
$5K +$4.26K +20 New
BGIM
711
Brandywine Global Investment Management
Pennsylvania
$4K -$8.74K -41 -71%
TJHA
712
Thomas J. Herzfeld Advisors
Florida
$4K -$7.25K -34 -65%
TPWA
713
TRUE Private Wealth Advisors
Oregon
$4K +$3.84K +18 New
CBT
714
Capital Bank & Trust
California
$3K – – –
FANJ
715
Financial Architects (New Jersey)
New Jersey
$3K – – –
LC
716
Lindbrook Capital
California
$3K – – –
ADL
717
Asset Dedication LLC
California
$3K +$3.2K +15 New
MIM
718
Macroview Investment Management
Maryland
$3K +$3.2K +15 New
RWM
719
Raffa Wealth Management
District of Columbia
$2.08K – – –
GFPC
720
Global Financial Private Capital
Florida
$2K -$5.12K -24 -71%
PB
721
Pinnacle Bancorp
Nebraska
$2K – – –
CHA
722
Carmichael Hill & Associates
Maryland
$2K +$1.92K +9 New
WCM
723
Wealthcare Capital Management
Virginia
$2K +$2.13K +10 New
BG
724
Bollard Group
Massachusetts
$1K -$106K -495 -99%
GWS
725
Glassman Wealth Services
Virginia
$1K – – –
27 28
29
30 31