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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
701
Cordasco Financial Network
Florida
$78K – – –
PMFA
702
Plante Moran Financial Advisors
Michigan
$78K – – –
JIR
703
James Investment Research
Ohio
$71K +$58.3K +228 New
PA
704
Procyon Advisors
Connecticut
$67K -$12.5K -49 -19%
PFO
705
Pathstone Family Office
New Jersey
$62K – – –
PFSC
706
Peoples Financial Services Corp
Pennsylvania
$62K – – –
TCM
707
Tradewinds Capital Management
Washington
$60K – – –
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$60K +$12.5K +49 +35%
QCG
709
Quadrant Capital Group
Ohio
$59K -$175K -685 -78%
PO
710
Private Ocean
California
$59K – – –
CCMW
711
Cypress Capital Management (Wyoming)
Wyoming
$58K -$2.38M -9,326 -98%
TFGT
712
TS Financial Group (TSFG)
Illinois
$56K +$46K +180 New
VCM
713
Versant Capital Management
Arizona
$53K -$767 -3 -2%
AF
714
Allworth Financial
California
$53K – – –
IFAM
715
Institutional & Family Asset Management
Colorado
$53K +$6.65K +26 +18%
FMP
716
Financial Management Professionals
Texas
$52K +$43K +168 New
GWM
717
Geneos Wealth Management
Colorado
$50K -$189K -738 -81%
NICM
718
Neo Ivy Capital Management
New York
$46K -$418K -1,635 -92%
1W
719
1776 Wealth
Georgia
$41K -$5.63K -22 -14%
BBHC
720
Brown Brothers Harriman & Co
New York
$41K -$511 -2 -2%
FCA
721
FinTrust Capital Advisors
South Carolina
$40K -$43.7K -171 -57%
CWC
722
Carolinas Wealth Consulting
North Carolina
$40K +$32.5K +127 New
PIMG
723
Patriot Investment Management Group
Tennessee
$39K +$32K +125 New
CA
724
Centerpoint Advisors
Massachusetts
$39K -$5.12K -20 -14%
CFG
725
Citizens Financial Group
Rhode Island
$38K +$5.88K +23 +23%
27 28
29
30 31