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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
726
River Wealth Advisors
Pennsylvania
$221K +$199K +605 New
GWM
727
Greenhouse Wealth Management
Connecticut
$219K +$198K +600 New
SS
728
Simplicity Solutions
Minnesota
$219K +$198K +601 New
CAAS
729
Capital Asset Advisory Services
Michigan
$217K +$196K +595 New
GT
730
Glenview Trust
Kentucky
$217K +$196K +595 New
TWM
731
TriaGen Wealth Management
California
$216K +$178K +540 New
FCH
732
Freestone Capital Holdings
Washington
$215K +$194K +590 New
TLP
733
Trinity Legacy Partners
Texas
$212K +$188K +572 New
CC
734
Chicago Capital
Illinois
$212K +$191K +581 New
HC
735
Hamilton Capital
Ohio
$211K +$190K +578 New
RWM
736
RKL Wealth Management
Pennsylvania
$211K +$190K +578 New
WP
737
WealthPLAN Partners
Nebraska
$210K +$169K +513 New
HH
738
Hilltop Holdings
Texas
$207K -$198K -600 -51%
NICM
739
Neo Ivy Capital Management
New York
$207K -$67.5K -205 -27%
TPWA
740
TRUE Private Wealth Advisors
Oregon
$206K +$186K +565 New
FHA
741
First Horizon Advisors
Tennessee
$203K -$2.96K -9 -2%
OPS
742
Orion Portfolio Solutions
Nebraska
$202K +$182K +553 New
TLCM
743
Twin Lakes Capital Management
California
$201K – – –
PWM
744
Perigon Wealth Management
California
$200K -$330K -1,001 -65%
PI
745
PGGM Investments
Netherlands
$199K +$179K +544 New
TFS
746
TrustCore Financial Services
Tennessee
$198K +$6.26K +19 +4%
FPA
747
First Pacific Advisors
California
$197K +$34.6K +105 +24%
ED
748
Exane Derivatives
France
$192K -$53.4K -162 -24%
BCA
749
Berman Capital Advisors
Georgia
$190K +$94.2K +286 +119%
BBL
750
Beck Bode LLC
Massachusetts
$189K -$13.2M -39,937 -99%
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