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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
726
First Trust Direct Indexing
Massachusetts
$411K +$40.1K +105 +11%
PJSIMP
727
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411K +$396K +1,037 New
WT
728
Whittier Trust
California
$409K +$382 +1 +0.1%
CFM
729
Coronation Fund Managers
South Africa
$406K -$772K -2,020 -66%
FHA
730
First Horizon Advisors
Tennessee
$403K -$1.15K -3 -0.3%
LHC
731
Little House Capital
Massachusetts
$399K -$297K -777 -43%
OTL
732
Oak Thistle LLC
New York
$398K +$16.4K +43 +4%
CFG
733
Citizens Financial Group
Rhode Island
$394K +$390K +1,022 New
SDWMA
734
Schneider Downs Wealth Management Advisors
Pennsylvania
$391K – – –
AFS
735
Annapolis Financial Services
Maryland
$386K – – –
CP
736
Cumberland Partners
Ontario, Canada
$386K +$382K +1,000 New
CG
737
Caprock Group
Idaho
$384K +$117K +306 +44%
CWA
738
Canvas Wealth Advisors
Kansas
$382K -$26.7K -70 -7%
EAM
739
Eschler Asset Management
United Kingdom
$377K +$373K +977 New
KA
740
Kozak & Associates
Colorado
$374K +$13.4K +35 +4%
WP
741
WealthSource Partners
California
$372K – – –
AWA
742
Alta Wealth Advisors
Massachusetts
$364K -$22.9K -60 -6%
CCP
743
Carmel Capital Partners
California
$364K – – –
HCM
744
Hollencrest Capital Management
California
$362K -$19.1K -50 -5%
GWM
745
Geneos Wealth Management
Colorado
$360K +$11.1K +29 +3%
WWM
746
Western Wealth Management
Colorado
$357K +$17.2K +45 +5%
CMBA
747
C.M. Bidwell & Associates
Hawaii
$354K -$1.91K -5 -0.5%
PCS
748
Personal CFO Solutions
New Jersey
$352K -$8.02K -21 -2%
GT
749
Glenmede Trust
Pennsylvania
$351K +$16.4K +43 +5%
BL
750
Balentine LLC
Georgia
$351K +$25.6K +67 +8%
28 29
30
31 32