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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
751
StrongBox Wealth
Missouri
$2.28K +$2.67K +20 New
NS
752
NBC Securities
Alabama
$2.28K -$668 -5 -20%
SWM
753
SHP Wealth Management
Massachusetts
$2.17K -$401 -3 -14%
RWM
754
Raffa Wealth Management
District of Columbia
$2.06K – – –
ST
755
Smithfield Trust
Pennsylvania
$2K – – –
AW
756
Avion Wealth
Texas
$2K +$935 +7 +47%
BIA
757
Bell Investment Advisors
California
$1.94K -$534 -4 -19%
MB
758
MidFirst Bank
Oklahoma
$1.94K -$1.21M -9,090 -100%
PB
759
Pinnacle Bancorp
Nebraska
$1.94K -$2.54K -19 -53%
KG
760
Kilter Group
New York
$1.83K -$134 -1 -6%
Q1WB
761
Quest 10 Wealth Builders
Virginia
$1.83K – – –
FFO
762
Fortitude Family Office
Arizona
$1.83K +$1.2K +9 +129%
WTA
763
Washington Trust Advisors
Massachusetts
$1.83K +$1.34K +10 +167%
IAS
764
IMA Advisory Services
Colorado
$1.71K +$2K +15 New
APFP
765
Action Point Financial Planning
Michigan
$1.71K +$2K +15 New
BMC
766
Bear Mountain Capital
Washington
$1.64K – – –
WTC
767
WhitTier Trust Company
Nevada
$1.61K -$5.88K -44 -76%
FP
768
Financial Perspectives
Minnesota
$1.6K – – –
W
769
WealthCollab
Washington
$1.6K – – –
PS
770
Planning Strategies
Pennsylvania
$1.6K +$1.87K +14 New
CCWM
771
Cassaday & Co Wealth Management
Virginia
$1.49K -$31.3K -234 -95%
GSWM
772
Golden State Wealth Management
California
$1.37K -$52.1K -390 -97%
CFO
773
CVA Family Office
Colorado
$1.37K -$50.2K -376 -97%
DCM
774
Davis Capital Management
Florida
$1.37K – – –
SRCM
775
Signature Resources Capital Management
California
$1.37K – – –
29 30
31
32 33