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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
826
Laurel Wealth Advisors (North Carolina)
North Carolina
$235K – – –
BWP
827
Balboa Wealth Partners
Arizona
$234K +$228K +619 New
PI
828
PFS Investments
Georgia
$234K +$228K +617 New
WAM
829
Weatherly Asset Management
California
$234K -$1.84K -5 -0.8%
CGH
830
Crossmark Global Holdings
Texas
$233K -$59K -160 -21%
VIM
831
Vinva Investment Management
Australia
$233K -$959K -2,599 -81%
LFM
832
LGT Fund Management
Liechtenstein
$227K -$73.8K -200 -25%
GWM
833
Greenhouse Wealth Management
Connecticut
$227K – – –
LFA
834
Lauterbach Financial Advisors
Texas
$227K – – –
SCA
835
Sage Capital Advisors
South Dakota
$227K – – –
IAN
836
Integrated Advisors Network
Texas
$226K +$4.8K +13 +2%
NW
837
NewEdge Wealth
Pennsylvania
$226K -$12.5K -34 -5%
AWE
838
Avidian Wealth Enterprises
Texas
$226K -$222K -603 -50%
GT
839
Glenview Trust
Kentucky
$226K – – –
DFA
840
Delta Financial Advisors
Louisiana
$225K +$220K +595 New
MIM
841
Marco Investment Management
Georgia
$224K -$184K -500 -46%
SWM
842
Silverlake Wealth Management
Vermont
$224K – – –
AWM
843
Axxcess Wealth Management
California
$223K -$227K -616 -51%
CPIG
844
Chicago Partners Investment Group
Illinois
$223K -$24K -65 -10%
RWA
845
River Wealth Advisors
Pennsylvania
$223K -$4.8K -13 -2%
PVH
846
Psagot Value Holdings
Israel
$222K +$221K +600 New
ICG
847
InterOcean Capital Group
Tennessee
$222K +$216K +586 New
LWM
848
Laidlaw Wealth Management
New York
$220K -$6.27K -17 -3%
FAIM
849
Financial Advocates Investment Management
Washington
$219K -$66K -179 -24%
TPWA
850
TRUE Private Wealth Advisors
Oregon
$218K – – –
32 33
34
35 36