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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
801
Foster Victor Wealth Advisors
South Carolina
$255K +$293K +875 New
M1FG
802
Mach-1 Financial Group
Arkansas
$254K -$20.7K -62 -7%
FCH
803
Freestone Capital Holdings
Washington
$254K -$378K -1,130 -57%
WT
804
Whittier Trust
California
$254K -$36.8K -110 -11%
CFG
805
Citizens Financial Group
Rhode Island
$251K +$26.1K +78 +10%
SMA
806
Sage Mountain Advisors
Georgia
$249K -$4.01K -12 -1%
HFS
807
Howard Financial Services
Texas
$243K +$8.02K +24 +3%
IIM
808
Ipswich Investment Management
Massachusetts
$242K – – –
LWA
809
Lantern Wealth Advisors
New York
$242K +$271K +810 New
LWA
810
Lineweaver Wealth Advisors
Ohio
$240K -$17.4K -52 -6%
AFO
811
Arrowroot Family Office
California
$240K +$58.5K +175 +28%
BBA
812
Baader Bank Aktiengesellschaft
Germany
$240K +$285K +853 New
AIM
813
Arcadia Investment Management
Michigan
$239K -$1.67K -5 -0.6%
CT
814
Coastline Trust
Rhode Island
$236K -$261K -780 -50%
SAF
815
Smith Anglin Financial
Texas
$235K +$33.4K +100 +15%
CF
816
Centaurus Financial
California
$235K +$23.4K +70 +10%
GCM
817
Gallacher Capital Management
Colorado
$234K +$261K +782 New
USCWA
818
U.S. Capital Wealth Advisors
Texas
$233K +$40.8K +122 +19%
MA
819
Montag & Associates
Georgia
$231K -$830K -2,483 -76%
CC
820
Corton Capital
Ontario, Canada
$229K +$256K +767 New
SCI
821
Silver Coast Investments
United States
$228K +$255K +764 New
GFP
822
Gryphon Financial Partners
Ohio
$228K -$60.5K -181 -19%
WWM
823
Western Wealth Management
Colorado
$227K -$150K -450 -37%
FHA
824
First Horizon Advisors
Tennessee
$227K -$90.9K -272 -26%
CMS
825
Capital Market Strategies
Florida
$227K +$254K +760 New
31 32
33
34 35