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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
701
IPG Investment Advisors
California
$449K +$582K +1,587 New
CCM
702
Coldstream Capital Management
Washington
$442K +$25.3K +69 +5%
HFP
703
Holistic Financial Partners
Indiana
$437K -$13.6K -37 -2%
VVP
704
Venture Visionary Partners
Ohio
$436K -$15.4K -42 -3%
TPCW
705
TD Private Client Wealth
New York
$435K +$174K +473 +44%
OWA
706
Outlook Wealth Advisors
Texas
$432K -$1.83K -5 -0.3%
LSPW
707
Lake Street Private Wealth
Illinois
$432K +$25.7K +70 +5%
ST
708
Smithfield Trust
Pennsylvania
$427K – – –
USCWA
709
U.S. Capital Wealth Advisors
Texas
$422K -$90.2K -246 -14%
IPAM
710
ICICI Prudential Asset Management
India
$422K -$15K -41 -3%
OAM
711
Ostrum Asset Management
France
$420K -$104K -284 -16%
CMTU
712
Capital Markets Trading (UK)
United Kingdom
$415K -$2.2M -5,989 -80%
CPSC
713
Carl P. Sherr & Co
Massachusetts
$415K – – –
KWM
714
Kingsview Wealth Management
Oregon
$412K -$70.1K -191 -12%
AWS
715
Aspen Wealth Strategies
Colorado
$410K +$1.1K +3 +0.2%
MAM
716
Meeder Asset Management
Ohio
$410K -$4.91M -13,389 -90%
AWA
717
Aaron Wealth Advisors
Illinois
$405K +$306K +833 +139%
CB
718
CNB Bank
Pennsylvania
$401K -$33.4K -91 -6%
FPAS
719
Focus Partners Advisor Solutions
Missouri
$401K +$519K +1,416 New
AAIS
720
ABN AMRO Investment Solutions
$395K -$128K -349 -20%
BF
721
BOK Financial
Oklahoma
$392K -$7.34K -20 -1%
FFA
722
Farther Finance Advisors
California
$392K +$38.2K +104 +8%
SWP
723
Stratos Wealth Partners
Ohio
$380K -$143K -391 -23%
SSB
724
Sandy Spring Bank
Maryland
$379K +$25.7K +70 +6%
NAM
725
NorthCrest Asset Manangement
Minnesota
$376K +$48.1K +131 +11%
27 28
29
30 31