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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
826
Salem Investment Counselors
North Carolina
$14K +$4.27K +13 +38%
OIA
827
Optimum Investment Advisors
Illinois
$13K +$1.64K +5 +14%
ATC
828
Adirondack Trust Company
New York
$12K – – –
APWM
829
Atlas Private Wealth Management
New York
$12K – – –
KFS
830
Kelly Financial Services
Massachusetts
$10.1K +$985 +3 +10%
IFAM
831
Institutional & Family Asset Management
Colorado
$10K -$26.9K -82 -72%
GWS
832
Glassman Wealth Services
Virginia
$10K -$13.8K -42 -58%
DTIM
833
Danda Trouve Investment Management
Kansas
$10K +$10.5K +32 New
ADIM
834
Alpha DNA Investment Management
Maryland
$9K -$508K -1,547 -98%
CFFP
835
Center for Financial Planning
Michigan
$9K – – –
BEI
836
Benjamin Edwards Inc
Missouri
$8K – – –
MCM
837
Manchester Capital Management
Vermont
$7K -$3.94K -12 -33%
ST
838
Smithfield Trust
Pennsylvania
$7K – – –
TIM
839
Tortoise Investment Management
New York
$7K – – –
HWMA
840
Heritage Wealth Management (Arizona)
Arizona
$7K +$7.55K +23 New
SIS
841
Sound Income Strategies
Florida
$6.44K – – –
JWM
842
Janiczek Wealth Management
Colorado
$6K -$21.3K -65 -76%
TSW
843
Thompson Siegel & Walmsley
Virginia
$6K – – –
MS
844
Mizuho Securities
Japan
$6K +$1.31K +4 +27%
WP
845
WealthShield Partners
North Carolina
$6K +$6.24K +19 New
PP
846
Pacifica Partners
Canada
$6K +$6.57K +20 New
APWA
847
Atlas Private Wealth Advisors
New Jersey
$5K – – –
PWMG
848
Prestige Wealth Management Group
New Jersey
$5K +$1.97K +6 +55%
PWM
849
Prentice Wealth Management
New York
$5K +$5.58K +17 New
RWM
850
Raffa Wealth Management
District of Columbia
$4.6K +$657 +2 +15%
32 33
34
35 36