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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
776
Planning Strategies
Pennsylvania
$1.6K +$1.87K +14 New
CCWM
777
Cassaday & Co Wealth Management
Virginia
$1.49K -$31.3K -234 -95%
GSWM
778
Golden State Wealth Management
California
$1.37K -$52.1K -390 -97%
CFO
779
CVA Family Office
Colorado
$1.37K -$50.2K -376 -97%
DCM
780
Davis Capital Management
Florida
$1.37K – – –
SRCM
781
Signature Resources Capital Management
California
$1.37K – – –
PWA
782
Principia Wealth Advisory
Texas
$1.37K +$1.07K +8 +200%
JWM
783
JPL Wealth Management
Colorado
$1.26K -$534 -4 -27%
RF
784
Rossby Financial
Florida
$1.26K -$401 -3 -21%
FF
785
Friedenthal Financial
New Jersey
$1.26K – – –
CA
786
Continuum Advisory
Idaho
$1.26K +$1.47K +11 New
CT
787
Colonial Trust
South Carolina
$1.14K -$39.8K -298 -97%
CWA
788
Carolina Wealth Advisors
South Carolina
$1.14K – – –
MSWM
789
Mowery & Schoenfeld Wealth Management
Illinois
$1.14K +$1.34K +10 New
TM
790
Torren Management
California
$1.03K -$134 -1 -10%
PCFFS
791
Pacific Center for Financial Services
California
$1.03K – – –
CTC
792
Central Trust Company
Missouri
$1.03K +$935 +7 +350%
OC
793
Oakworth Capital
Alabama
$918 – – –
ACA
794
American Capital Advisory
Idaho
$914 +$935 +7 +700%
BFPW
795
BOK Financial Private Wealth
Colorado
$914 +$1.07K +8 New
CCMI
796
Creative Capital Management Investments
California
$913 +$1.07K +8 New
PGAM
797
Princeton Global Asset Management
New Jersey
$913 +$1.07K +8 New
MCM
798
MV Capital Management
Maryland
$800 -$6.28K -47 -87%
YAL
799
Your Advocates Ltd
Texas
$799 -$2K -15 -68%
MWM
800
Mascoma Wealth Management
New Hampshire
$799 – – –
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