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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
801
Bartlett & Co Wealth Management
Ohio
$104K +$13.2K +33 +15%
BC
802
Bartlett & Co
Ohio
$104K +$13.2K +33 +15%
CFN
803
Cordasco Financial Network
Florida
$101K – – –
BWP
804
Baldwin Wealth Partners
Massachusetts
$92K -$2.8K -7 -3%
LWCFA
805
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89K -$350K -875 -80%
JCM
806
Jacobi Capital Management
Pennsylvania
$85K – – –
GWM
807
Geneos Wealth Management
Colorado
$85K +$401 +1 +0.7%
OCM
808
Orion Capital Management
California
$85K +$44.1K +110 +110%
MME
809
Meag Munich Ergo
Germany
$81K -$1.37M -3,419 -94%
PFSC
810
Peoples Financial Services Corp
Pennsylvania
$81K – – –
TLFA
811
True Link Financial Advisors
California
$81K – – –
WBC
812
West Branch Capital
Massachusetts
$81K – – –
FCA
813
FinTrust Capital Advisors
South Carolina
$81K +$20K +50 +34%
CFA
814
Carroll Financial Associates
North Carolina
$78K -$5.61K -14 -7%
TCM
815
Tradewinds Capital Management
Washington
$78K – – –
NFSG
816
Newbridge Financial Services Group
Florida
$77K -$122K -304 -61%
SC
817
Sierra Capital
Florida
$76K – – –
AS
818
Altshuler Shaham
Israel
$75K +$73.7K +184 New
EWA
819
Evolution Wealth Advisors
Florida
$73K – – –
TFGT
820
TS Financial Group (TSFG)
Illinois
$73K – – –
COCM
821
Charter Oak Capital Management
New Hampshire
$73K +$401 +1 +0.6%
MAM
822
Meeder Asset Management
Ohio
$68K +$24.4K +61 +56%
BBHC
823
Brown Brothers Harriman & Co
New York
$68K +$26K +65 +63%
TPCW
824
TD Private Client Wealth
New York
$66.4K +$2.4K +6 +4%
AWA
825
Arkadios Wealth Advisors
Georgia
$66K -$29.2K -73 -31%
31 32
33
34 35