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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
726
Freestone Capital Holdings
Washington
$107K +$109K +326 New
BCWM
727
Bartlett & Co Wealth Management
Ohio
$105K – – –
BC
728
Bartlett & Co
Ohio
$105K – – –
AA
729
Ancora Advisors
Ohio
$104K – – –
SMG
730
Spectrum Management Group
Indiana
$97K – – –
CWC
731
Carolinas Wealth Consulting
North Carolina
$92K +$50.4K +151 +119%
BWM
732
BNC Wealth Management
Oregon
$92K +$93.1K +279 New
QCG
733
Quadrant Capital Group
Ohio
$90K +$28.4K +85 +45%
VFA
734
Valeo Financial Advisors
Indiana
$83K -$281K -841 -77%
CFN
735
Cordasco Financial Network
Florida
$82K – – –
BFEC
736
Benjamin F. Edwards & Company
Missouri
$82K +$53.4K +160 +178%
AAP
737
Arax Advisory Partners
Colorado
$77K -$54.7K -164 -41%
FHA
738
First Horizon Advisors
Tennessee
$73K +$43.4K +130 +138%
PCG
739
Private Capital Group
Connecticut
$71K -$13.7K -41 -16%
MME
740
Meag Munich Ergo
Germany
$66K -$28K -84 -30%
CFA
741
Carroll Financial Associates
North Carolina
$66K -$26K -78 -28%
PFO
742
Pathstone Family Office
New Jersey
$66K – – –
PFSC
743
Peoples Financial Services Corp
Pennsylvania
$66K – – –
BCM
744
Bourgeon Capital Management
Connecticut
$66K +$66.7K +200 New
EWA
745
Evolution Wealth Advisors
Florida
$66K +$66.7K +200 New
CCMW
746
Cypress Capital Management (Wyoming)
Wyoming
$65K – – –
AWA
747
Arkadios Wealth Advisors
Georgia
$63.3K -$25K -75 -29%
PO
748
Private Ocean
California
$63K – – –
TCM
749
Tradewinds Capital Management
Washington
$63K – – –
TFGT
750
TS Financial Group (TSFG)
Illinois
$59K – – –
28 29
30
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