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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
726
Compass Ion Advisors
Pennsylvania
$264K – – –
PFBT
727
Parkside Financial Bank & Trust
Missouri
$264K +$4.56K +14 +2%
CHA
728
Cooper/Haims Advisors
New York
$259K – – –
NIM
729
Northeast Investment Management
Massachusetts
$257K – – –
LCP
730
Legacy Capital Partners
Wisconsin
$255K -$562K -1,726 -71%
MGP
731
Metis Global Partners
California
$255K +$227K +699 New
JE
732
JMAC Enterprises
Pennsylvania
$254K – – –
SCA
733
Sage Capital Advisors
South Dakota
$251K – – –
SDAM
734
Shulman DeMeo Asset Management
New York
$251K +$29.6K +91 +15%
IC
735
Inverness Counsel
New York
$246K – – –
CGH
736
Crossmark Global Holdings
Texas
$245K -$723K -2,222 -77%
WFG
737
Wills Financial Group
Virginia
$245K +$16.3K +50 +8%
RC
738
RegentAtlantic Capital
New Jersey
$240K +$6.83K +21 +3%
FFL
739
Future Fund LLC
Illinois
$239K -$20.5K -63 -9%
MA
740
Montag & Associates
Georgia
$237K – – –
PFG
741
PAX Financial Group
Texas
$236K -$109K -334 -34%
WAM
742
Weatherly Asset Management
California
$236K – – –
WAP
743
Wealthcare Advisory Partners
Pennsylvania
$235K +$651 +2 +0.3%
ACA
744
Aptus Capital Advisors
Alabama
$234K +$208K +640 New
JSP
745
Jackson Square Partners
California
$233K +$20.8K +64 +11%
OWA
746
Opal Wealth Advisors
New York
$232K -$3.25K -10 -2%
PWP
747
Pursue Wealth Partners
California
$232K – – –
DFA
748
Delta Financial Advisors
Louisiana
$230K – – –
AIA
749
Avalon Investment & Advisory
Texas
$227K +$4.56K +14 +2%
WAAG
750
Wealth Alliance Advisory Group
Kansas
$226K – – –
28 29
30
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