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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
751
Toth Financial Advisory
Virginia
$577K – – –
MAM
752
Mainsail Asset Management
Alabama
$563K +$476K +1,102 New
SW
753
SkyOak Wealth
Michigan
$563K – – –
1WA
754
180 Wealth Advisors
Washington
$562K -$71.7K -166 -13%
SCP
755
Silverleafe Capital Partners
Tennessee
$562K – – –
NS
756
NBC Securities
Alabama
$561K +$272K +629 +134%
KWA
757
Kingswood Wealth Advisors
California
$561K +$87.7K +203 +23%
NAM
758
NorthCrest Asset Manangement
Minnesota
$558K -$1.73K -4 -0.4%
MWM
759
Meridian Wealth Management
Kentucky
$557K -$642K -1,487 -58%
TI
760
Tidal Investments
Wisconsin
$554K +$468K +1,084 New
GIBU
761
Gulf International Bank (UK)
United Kingdom
$549K -$77.3K -179 -14%
AWS
762
Aspen Wealth Strategies
Colorado
$532K +$449K +1,040 New
CWM
763
Connecticut Wealth Management
Connecticut
$531K -$13.8K -32 -3%
UM
764
UniSuper Management
Australia
$530K +$58.8K +136 +15%
HW
765
Hancock Whitney
Mississippi
$526K -$19.9K -46 -4%
PTC
766
Petrus Trust Company
Texas
$525K +$444K +1,027 New
MMA
767
Miracle Mile Advisors
California
$522K +$102K +236 +30%
SDWMA
768
Schneider Downs Wealth Management Advisors
Pennsylvania
$519K – – –
FHA
769
First Horizon Advisors
Tennessee
$517K -$14.3K -33 -3%
PJSIMP
770
P.J. Schmidt Investment Management (PJS)
Wisconsin
$517K +$19.4K +45 +4%
UAG
771
United Advisor Group
Ohio
$515K +$434K +1,005 New
AFS
772
Annapolis Financial Services
Maryland
$511K – – –
1CP
773
17 Capital Partners
Arizona
$511K +$432K +1,000 New
AWA
774
Alta Wealth Advisors
Massachusetts
$508K +$21.6K +50 +5%
HCM
775
Hollencrest Capital Management
California
$506K +$21.6K +50 +5%
29 30
31
32 33