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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
751
Freestone Capital Holdings
Washington
$299K +$12.8K +30 +4%
PNC
752
Park National Corp
Ohio
$298K -$10.7K -25 -3%
HR
753
Hayden Royal
North Carolina
$297K +$7.69K +18 +2%
CPA
754
Clear Perspective Advisors
Illinois
$295K +$4.27K +10 +1%
CWM
755
Connecticut Wealth Management
Connecticut
$292K +$2.56K +6 +0.8%
BOPW
756
Brandywine Oak Private Wealth
Pennsylvania
$291K – – –
MA
757
Mosaic Advisors
Texas
$284K +$310K +725 New
CIA
758
Compass Ion Advisors
Pennsylvania
$283K – – –
GDP
759
Great Diamond Partners
Maine
$283K +$5.13K +12 +2%
CP
760
Corbenic Partners
Pennsylvania
$282K – – –
YMRC
761
Yorktown Management & Research Company
Virginia
$282K – – –
FFL
762
Future Fund LLC
Illinois
$281K +$306K +717 New
SIA
763
SkyView Investment Advisors
New Jersey
$280K +$8.88M +20,773 +2,744%
CHA
764
Cooper/Haims Advisors
New York
$278K -$418K -977 -58%
AWM
765
Axxcess Wealth Management
California
$278K +$303K +710 New
PFBT
766
Parkside Financial Bank & Trust
Missouri
$277K -$427 -1 -0.1%
ATC
767
Argent Trust Co
Tennessee
$276K -$19.2K -45 -6%
PCM
768
Prelude Capital Management
New York
$276K +$70.9K +166 +31%
NIM
769
Northeast Investment Management
Massachusetts
$275K – – –
PWA
770
Physician Wealth Advisors
Utah
$274K -$6.41K -15 -2%
AWE
771
Avidian Wealth Enterprises
Texas
$274K +$299K +699 New
DWM
772
Dorchester Wealth Management
Quebec, Canada
$271K +$299K +700 New
AS
773
Altshuler Shaham
Israel
$268K +$214K +500 +272%
IC
774
Inverness Counsel
New York
$264K +$288K +674 New
BFS
775
Bradley Foster & Sargent
Connecticut
$264K +$288K +675 New
29 30
31
32 33