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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
701
PEAK6 Investments
Illinois
$269K -$5.06M -15,793 -96%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$268K -$52.2K -163 -14%
SFA
703
Sequoia Financial Advisors
Ohio
$268K -$24.4K -76 -7%
VFA
704
Valeo Financial Advisors
Indiana
$266K -$502K -1,566 -62%
LHC
705
Little House Capital
Massachusetts
$263K -$73.1K -228 -19%
TFS
706
Thoroughbred Financial Services
Tennessee
$262K -$14.1K -44 -4%
EDRH
707
Edmond de Rothschild Holding
Switzerland
$260K -$19.9K -62 -6%
KFP
708
KMG Fiduciary Partners
Ohio
$258K +$303K +945 New
AP
709
Advisor Partners
California
$258K +$304K +948 New
PFPT
710
Pinnacle Financial Partners (Tennessee)
Tennessee
$256K -$24.4K -76 -7%
CCP
711
Carmel Capital Partners
California
$255K – – –
CTC
712
Central Trust Company
Missouri
$254K -$116K -363 -28%
MFG
713
Merit Financial Group
Georgia
$254K +$298K +930 New
MGP
714
Metis Global Partners
California
$253K +$73.4K +229 +33%
FMLI
715
Fukoku Mutual Life Insurance
Japan
$251K -$67.3K -210 -19%
CW
716
CreativeOne Wealth
Kansas
$251K +$101K +314 +52%
LNC
717
Lincoln National Corp
Pennsylvania
$249K -$33.6K -105 -10%
DT
718
Diversified Trust
Tennessee
$249K +$292K +912 New
CFG
719
Cooper Financial Group
California
$247K +$290K +905 New
CP
720
Corbenic Partners
Pennsylvania
$245K -$6.41K -20 -2%
NGM
721
North Growth Management
British Columbia, Canada
$245K – – –
LWAC
722
Laurel Wealth Advisors (California)
California
$241K -$131K -408 -32%
CA
723
Clearstead Advisors
Ohio
$239K +$11.9K +37 +4%
SIA
724
SkyView Investment Advisors
New Jersey
$238K -$320 -1 -0.1%
BFS
725
Bradley Foster & Sargent
Connecticut
$238K – – –
27 28
29
30 31