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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Connecticut Wealth Management
Connecticut
$414K +$3.32K +9 +0.8%
PI
702
PineBridge Investments
New York
$411K -$3.61M -9,786 -90%
VAFP
703
Vahanian & Associates Financial Planning
New York
$410K +$22.1K +60 +6%
NAM
704
NorthCrest Asset Manangement
Minnesota
$405K -$22.9K -62 -5%
FCH
705
Freestone Capital Holdings
Washington
$402K -$1.48K -4 -0.4%
WT
706
Whittier Trust
California
$401K -$244K -662 -38%
FHA
707
First Horizon Advisors
Tennessee
$397K -$20.3K -55 -5%
BFM
708
Boothbay Fund Management
New York
$396K -$2.25M -6,091 -85%
CWA
709
Canvas Wealth Advisors
Kansas
$394K +$26.2K +71 +7%
LNC
710
Lincoln National Corp
Pennsylvania
$390K +$12.9K +35 +4%
PFG
711
Prosperity Financial Group
California
$390K +$131K +356 +53%
SDWMA
712
Schneider Downs Wealth Management Advisors
Pennsylvania
$384K – – –
VCP
713
Verus Capital Partners
Arizona
$381K -$15.9K -43 -4%
AWA
714
Alta Wealth Advisors
Massachusetts
$380K +$19.2K +52 +5%
AFS
715
Annapolis Financial Services
Maryland
$379K – – –
SPM
716
Symmetry Peak Management
Pennsylvania
$379K +$111K +300 +43%
VFA
717
Valeo Financial Advisors
Indiana
$376K -$635K -1,722 -63%
HCM
718
Hollencrest Capital Management
California
$374K +$36.9K +100 +11%
OTL
719
Oak Thistle LLC
New York
$374K +$365K +988 New
KA
720
Kozak & Associates
Colorado
$373K +$17K +46 +5%
DTL
721
Dynamic Technology Lab
Singapore
$370K -$631K -1,710 -64%
JWCA
722
J.W. Cole Advisors
Florida
$366K -$228K -618 -39%
WP
723
WealthSource Partners
California
$366K – – –
VI
724
Versor Investments
New York
$365K +$135K +365 +61%
CC
725
Corton Capital
Ontario, Canada
$365K +$356K +965 New
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