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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Connecticut Wealth Management
Connecticut
$304K +$108K +347 +47%
MIM
702
Marco Investment Management
Georgia
$301K – – –
NWMG
703
National Wealth Management Group
Ohio
$298K +$331K +1,066 New
EWM
704
EPG Wealth Management
Georgia
$296K +$14.6K +47 +5%
NAM
705
NorthCrest Asset Manangement
Minnesota
$294K – – –
ZB
706
Zions Bancorporation
Utah
$293K -$34.1K -110 -10%
SIA
707
Schechter Investment Advisors
Michigan
$293K +$1.86K +6 +0.6%
SIA
708
SkyView Investment Advisors
New Jersey
$293K +$54.3K +175 +20%
ICG
709
InterOcean Capital Group
Tennessee
$292K -$200K -645 -38%
CW
710
CreativeOne Wealth
Kansas
$291K +$37.2K +120 +13%
JGC
711
J. Goldman & Co
New York
$289K +$321K +1,035 New
SDWMA
712
Schneider Downs Wealth Management Advisors
Pennsylvania
$284K – – –
VWM
713
Vigilare Wealth Management
Arizona
$282K -$26.4K -85 -8%
LWAM
714
Legacy Wealth Asset Management
Minnesota
$280K -$712K -2,296 -70%
NA
715
Navellier & Associates
Nevada
$280K -$4.96K -16 -2%
AFS
716
Annapolis Financial Services
Maryland
$280K – – –
JF
717
Jump Financial
Illinois
$278K +$309K +996 New
MWM
718
Meridian Wealth Management
Kentucky
$277K -$12.7K -41 -4%
CFG
719
Cooper Financial Group
California
$275K +$24.5K +79 +9%
ACM
720
Advisors Capital Management
New Jersey
$273K -$240K -773 -50%
SFA
721
Sequoia Financial Advisors
Ohio
$273K -$2.17K -7 -0.7%
API
722
Advisor Partners II
California
$269K +$299K +964 New
KFP
723
KMG Fiduciary Partners
Ohio
$268K +$4.34K +14 +1%
KA
724
Kozak & Associates
Colorado
$268K +$78.4K +253 +39%
HH
725
Hilltop Holdings
Texas
$268K +$298K +960 New
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