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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
751
Cary Street Partners Investment Advisory
Virginia
$286K +$18.6K +70 +7%
NERM
752
New England Research & Management
Illinois
$285K +$279K +1,050 New
AC
753
Avestar Capital
New York
$285K +$279K +1,050 New
FSA
754
Financial Sense Advisors
California
$282K +$276K +1,041 New
TSS
755
Two Sigma Securities
New York
$281K -$4.55M -17,163 -94%
WPW
756
Waldron Private Wealth
Pennsylvania
$281K -$9.82K -37 -3%
KCM
757
KRS Capital Management
Michigan
$278K -$115K -435 -30%
SMA
758
Sage Mountain Advisors
Georgia
$278K +$50.4K +190 +23%
TFS
759
Thoroughbred Financial Services
Tennessee
$278K -$35.3K -133 -11%
CWM
760
Calamos Wealth Management
Illinois
$277K -$6.8M -25,637 -96%
AWM
761
Avior Wealth Management
Nebraska
$277K -$3.98K -15 -1%
CMTU
762
Capital Markets Trading (UK)
United Kingdom
$276K +$270K +1,016 New
CFG
763
Citizens Financial Group
Rhode Island
$276K +$46.7K +176 +21%
EM
764
Excalibur Management
Massachusetts
$276K +$270K +1,016 New
SDWMA
765
Schneider Downs Wealth Management Advisors
Pennsylvania
$275K – – –
CGA
766
Crescent Grove Advisors
Illinois
$275K +$41.1K +155 +18%
RJT
767
Raymond James Trust
Florida
$274K -$131K -492 -33%
CW
768
CreativeOne Wealth
Kansas
$274K +$268K +1,009 New
SC
769
Savant Capital
Illinois
$272K -$15.4K -58 -5%
AFS
770
Annapolis Financial Services
Maryland
$271K – – –
LAM
771
Lifestyle Asset Management
Texas
$271K +$75.6K +285 +40%
QC
772
Quent Capital
New York
$270K -$48K -181 -15%
CCMT
773
CMT Capital Markets Trading
Germany
$270K -$320K -1,207 -55%
SWM
774
SeaCrest Wealth Management
New York
$269K -$49.9K -188 -16%
MPM
775
MBB Public Markets
Illinois
$269K -$1.92M -7,252 -88%
29 30
31
32 33