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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
701
Balentine LLC
Georgia
$746K +$237K +548 +60%
VEA
702
Virtus ETF Advisers
New York
$742K -$215K -498 -26%
HAG
703
HighPoint Advisor Group
Illinois
$739K +$821K +1,900 New
FHA
704
Flagship Harbor Advisors
Massachusetts
$738K +$13.8K +32 +2%
SFS
705
Stiles Financial Services
Minnesota
$737K -$283K -655 -31%
OWA
706
Outlook Wealth Advisors
Texas
$731K +$618K +1,430 New
TCA
707
Transcend Capital Advisors
New Jersey
$730K -$3.46K -8 -0.6%
LAM
708
LifePro Asset Management
California
$729K -$473K -1,095 -43%
WA
709
Wealth Alliance
New York
$728K -$7.78K -18 -1%
CB
710
CNB Bank
Pennsylvania
$726K +$5.18K +12 +0.9%
WAG
711
Winthrop Advisory Group
Massachusetts
$726K +$614K +1,420 New
TC
712
Telemus Capital
Michigan
$720K -$20.7K -48 -3%
AM
713
AGF Management
Ontario, Canada
$720K -$347K -803 -36%
OIA
714
OneDigital Investment Advisors
Kansas
$720K -$54K -125 -8%
SCM
715
Stevens Capital Management
Pennsylvania
$711K +$601K +1,391 New
1SB
716
1ST Source Bank
Indiana
$711K – – –
TFS
717
Thoroughbred Financial Services
Tennessee
$701K – – –
IAIM
718
International Assets Investment Management
Florida
$688K +$2.16K +5 +0.4%
CC
719
Cipher Capital
New York
$687K +$24.2K +56 +4%
CAG
720
Crestwood Advisors Group
Massachusetts
$687K -$10.8K -25 -2%
LGA
721
Lebenthal Global Advisors
New York
$687K +$580K +1,343 New
AAM
722
Advisors Asset Management
Colorado
$686K -$1.56M -3,603 -73%
MCC
723
Malaga Cove Capital
California
$683K -$3.46K -8 -0.6%
PWM
724
Perigon Wealth Management
California
$679K +$208K +481 +57%
UB
725
UMB Bank
Missouri
$676K +$17.3K +40 +3%
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29
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