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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
726
Byrne Asset Management
New Jersey
$4.8K -$668 -5 -11%
MP
727
McDonald Partners
Ohio
$4.22K +$4.94K +37 New
TLCM
728
Twin Lakes Capital Management
California
$4.11K -$34.2K -256 -88%
OCM
729
Orion Capital Management
California
$4K – – –
BCM
730
Boreal Capital Management
Florida
$3.88K -$17.4K -130 -79%
DCM
731
Dorato Capital Management
Colorado
$3.82K – – –
RWPA
732
Richard W. Paul & Associates
Michigan
$3.77K -$967K -7,240 -100%
IBOK
733
Independence Bank of Kentucky
Kentucky
$3.77K – – –
MAFA
734
MJT & Associates Financial Advisory
Minnesota
$3.77K – – –
AIC
735
Archer Investment Corporation
Indiana
$3.65K – – –
HIC
736
Hamrick Investment Counsel
Washington
$3.65K – – –
NECFA
737
New England Capital Financial Advisors
Connecticut
$3.65K +$267 +2 +7%
PUI
738
Purpose Unlimited Inc
$3.6K +$534 +4 +15%
WT
739
Whittier Trust
California
$3.58K -$12.3K -92 -75%
NFSG
740
Newbridge Financial Services Group
Florida
$3.54K – – –
SIS
741
Strategic Investment Solutions
Illinois
$3.43K – – –
CT
742
Caldwell Trust
Florida
$3.42K – – –
HWA
743
Heritage Wealth Advisors
Virginia
$3.42K – – –
CH
744
Cromwell Holdings
Wyoming
$3.31K -$44.8K -335 -92%
VWA
745
Valued Wealth Advisors
Utah
$3.2K +$2.67K +20 +250%
IRAG
746
Investment Research & Advisory Group
Georgia
$3.2K – – –
WBC
747
West Branch Capital
Massachusetts
$2.97K – – –
DIP
748
DT Investment Partners
Pennsylvania
$2.85K – – –
LWM
749
Lodestone Wealth Management
Washington
$2.85K – – –
SSG
750
Summit Securities Group
New York
$2.74K +$802 +6 +33%
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30
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