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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
751
Orion Portfolio Solutions
Nebraska
$226K +$651 +2 +0.3%
CW
752
CreativeOne Wealth
Kansas
$222K -$1.06M -3,268 -84%
LFAS
753
Level Four Advisory Services
Texas
$220K -$86.2K -265 -31%
GWM
754
Greenhouse Wealth Management
Connecticut
$219K – – –
RWA
755
River Wealth Advisors
Pennsylvania
$219K – – –
CAG
756
Csenge Advisory Group
Florida
$219K +$195K +599 New
LFA
757
Lauterbach Financial Advisors
Texas
$219K +$195K +600 New
SWM
758
Silverlake Wealth Management
Vermont
$217K +$1.63K +5 +0.8%
GT
759
Glenview Trust
Kentucky
$217K – – –
DA
760
Duality Advisers
Florida
$217K +$194K +595 New
GA
761
GraniteShares Advisors
New York
$215K -$7.16K -22 -4%
RBFC
762
Roman Butler Fullerton & Co
Missouri
$215K +$191K +588 New
AF
763
Allworth Financial
California
$214K +$86.6K +266 +83%
IA
764
IFP Advisors
Florida
$214K +$122K +376 +33%
RA
765
Rise Advisors
New York
$211K -$28.6K -88 -13%
GLA
766
Great Lakes Advisors
Illinois
$210K -$176K -541 -48%
LWM
767
Laidlaw Wealth Management
New York
$210K -$11.4K -35 -6%
FBFS
768
First Business Financial Services
Wisconsin
$210K – – –
WSTAM
769
Wilbanks Smith & Thomas Asset Management
Virginia
$210K +$23.8K +73 +14%
MFW
770
Meristem Family Wealth
Minnesota
$207K +$185K +567 New
BHB
771
Bank Hapoalim BM
Israel
$206K -$6.51K -20 -3%
SWA
772
SFMG Wealth Advisors
Texas
$205K -$2.93K -9 -2%
FNT
773
First National Trust
Pennsylvania
$201K – – –
TLCM
774
Twin Lakes Capital Management
California
$201K – – –
AF
775
Advisornet Financial
Minnesota
$195K -$24.4K -75 -12%
29 30
31
32 33