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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
701
D.A. Davidson & Co
Montana
$379K -$353K -1,125 -52%
QI
702
Qtron Investments
Massachusetts
$378K -$349K -1,112 -52%
AIM
703
Anchor Investment Management
South Carolina
$377K +$71.8K +229 +28%
VAFP
704
Vahanian & Associates Financial Planning
New York
$373K +$321K +1,024 New
SDWMA
705
Schneider Downs Wealth Management Advisors
Pennsylvania
$370K – – –
DGAM
706
Desjardins Global Asset Management
Quebec, Canada
$367K -$1.71M -5,464 -84%
CWA
707
Canvas Wealth Advisors
Kansas
$364K +$302K +964 New
AFS
708
Annapolis Financial Services
Maryland
$364K – – –
LNC
709
Lincoln National Corp
Pennsylvania
$363K -$51.7K -165 -14%
DAS
710
Dynamic Advisor Solutions
Arizona
$358K +$63.3K +202 +26%
WP
711
WealthSource Partners
California
$352K – – –
AWA
712
Alta Wealth Advisors
Massachusetts
$347K -$153K -488 -34%
PCS
713
Personal CFO Solutions
New Jersey
$346K -$444K -1,416 -60%
CCP
714
Carmel Capital Partners
California
$343K +$2.51K +8 +0.9%
KA
715
Kozak & Associates
Colorado
$341K +$10K +32 +4%
FCBT
716
First Citizens Bank & Trust
North Carolina
$341K +$17.6K +56 +6%
TFS
717
Thoroughbred Financial Services
Tennessee
$341K – – –
GC
718
Gilbert & Cook
Iowa
$341K -$133K -424 -31%
M1FG
719
Mach-1 Financial Group
Arkansas
$340K -$118K -375 -29%
ZB
720
Zions Bancorporation
Utah
$338K -$82.1K -262 -22%
FMLI
721
Fukoku Mutual Life Insurance
Japan
$335K – – –
CAM
722
Cresset Asset Management
Illinois
$334K -$249K -793 -46%
WIA
723
World Investment Advisors
California
$333K +$287K +914 New
GWSG
724
GPS Wealth Strategies Group
Colorado
$328K +$282K +901 New
CF
725
Centaurus Financial
California
$325K +$75.6K +241 +37%
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