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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
726
Greenhouse Wealth Management
Connecticut
$219K +$198K +600 New
SS
727
Simplicity Solutions
Minnesota
$219K +$198K +601 New
CAAS
728
Capital Asset Advisory Services
Michigan
$217K +$196K +595 New
GT
729
Glenview Trust
Kentucky
$217K +$196K +595 New
TWM
730
TriaGen Wealth Management
California
$216K +$178K +540 New
FCH
731
Freestone Capital Holdings
Washington
$215K +$194K +590 New
TLP
732
Trinity Legacy Partners
Texas
$212K +$188K +572 New
CC
733
Chicago Capital
Illinois
$212K +$191K +581 New
HC
734
Hamilton Capital
Ohio
$211K +$190K +578 New
RWM
735
RKL Wealth Management
Pennsylvania
$211K +$190K +578 New
WP
736
WealthPLAN Partners
Nebraska
$210K +$169K +513 New
HH
737
Hilltop Holdings
Texas
$207K -$198K -600 -51%
NICM
738
Neo Ivy Capital Management
New York
$207K -$67.5K -205 -27%
TPWA
739
TRUE Private Wealth Advisors
Oregon
$206K +$186K +565 New
FHA
740
First Horizon Advisors
Tennessee
$203K -$2.96K -9 -2%
OPS
741
Orion Portfolio Solutions
Nebraska
$202K +$182K +553 New
TLCM
742
Twin Lakes Capital Management
California
$201K – – –
PWM
743
Perigon Wealth Management
California
$200K -$330K -1,001 -65%
PI
744
PGGM Investments
Netherlands
$199K +$179K +544 New
TFS
745
TrustCore Financial Services
Tennessee
$198K +$6.26K +19 +4%
FPA
746
First Pacific Advisors
California
$197K +$34.6K +105 +24%
ED
747
Exane Derivatives
France
$192K -$53.4K -162 -24%
BCA
748
Berman Capital Advisors
Georgia
$190K +$94.2K +286 +119%
BBL
749
Beck Bode LLC
Massachusetts
$189K -$13.2M -39,937 -99%
NFSG
750
Newbridge Financial Services Group
Florida
$181K +$82.3K +250 +102%
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