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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
801
Center for Financial Planning
Michigan
$105K +$11.6K +42 +11%
CBT
802
CoreFirst Bank & Trust
Kansas
$105K +$121K +440 New
MCA
803
Midwest Capital Advisors
Michigan
$102K – – –
AA
804
Addison Advisors
Vermont
$102K +$826 +3 +0.7%
WIM
805
Westside Investment Management
California
$100K +$15.4K +56 +15%
IWA
806
Icon Wealth Advisors
Texas
$100K +$116K +421 New
HCM
807
Horrell Capital Management
Arkansas
$98.4K – – –
RBC
808
Roble Belko & Company
Pennsylvania
$97K – – –
DWS
809
Dynamic Wealth Strategies
California
$96.5K +$9.92K +36 +10%
VCM
810
Versant Capital Management
Arizona
$96K -$826 -3 -0.7%
AAP
811
Arax Advisory Partners
Colorado
$93.6K -$52.6K -191 -40%
EP
812
Essential Partners
California
$90K +$104K +379 New
KA
813
Kozak & Associates
Colorado
$89.4K – – –
SIM
814
Sentry Investment Management
Wisconsin
$88K – – –
PPA
815
Painted Porch Advisors
California
$86.5K -$8.26K -30 -8%
ST
816
Smithfield Trust
Pennsylvania
$84K -$318K -1,156 -77%
BCMLT
817
Beacon Capital Management LLC (Tennessee)
Tennessee
$79.1K +$1.65K +6 +2%
MSE
818
MUFG Securities EMEA
United Kingdom
$78.4K +$90.9K +330 New
SAM
819
Smartleaf Asset Management
Massachusetts
$75.4K -$40.8K -148 -32%
EB
820
Eastern Bank
Massachusetts
$72.5K – – –
VEA
821
Virtus ETF Advisers
New York
$71.3K -$110K -400 -57%
OL
822
OneFund LLC
Florida
$71K +$82.1K +298 New
TLCM
823
Twin Lakes Capital Management
California
$69.4K -$16.3K -59 -17%
PSFG
824
Park Square Financial Group
Georgia
$69.4K -$5.51K -20 -6%
CAL
825
Capital Advisors Ltd
Ohio
$68K -$3.31K -12 -4%
31 32
33
34 35