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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
826
Nicolet Advisory Services
Wisconsin
$388K -$3.46K -8 -1%
FFN
827
Focus Financial Network
Minnesota
$386K +$326K +755 New
CF
828
Centaurus Financial
California
$386K -$54K -125 -14%
DT
829
Diversified Trust
Tennessee
$384K +$325K +752 New
FMLI
830
Fukoku Mutual Life Insurance
Japan
$379K – – –
CL
831
CIM LLC
New York
$378K +$18.1K +42 +5%
BOPW
832
Brandywine Oak Private Wealth
Pennsylvania
$375K – – –
BJL
833
Brighton Jones LLC
Washington
$374K +$37.6K +87 +14%
CIS
834
Custom Index Systems
New York
$374K +$316K +731 New
IIM
835
Ipswich Investment Management
Massachusetts
$373K -$23.8K -55 -7%
AA
836
Apriem Advisors
California
$368K +$311K +720 New
JFL
837
Jarislowsky, Fraser Ltd
Quebec, Canada
$368K – – –
PWA
838
Physician Wealth Advisors
Utah
$367K – – –
BFS
839
Bradley Foster & Sargent
Connecticut
$366K – – –
RWPA
840
Richard W. Paul & Associates
Michigan
$363K +$301K +697 +5,808%
GDP
841
Great Diamond Partners
Maine
$362K -$3.02K -7 -1%
CW
842
CreativeOne Wealth
Kansas
$359K +$303K +701 New
TIM
843
Tevis Investment Management
Texas
$358K -$75.2K -174 -20%
BP
844
Ballentine Partners
Massachusetts
$358K +$69.6K +161 +30%
TWM
845
Trueblood Wealth Management
Ohio
$358K +$302K +700 New
WAP
846
Wealthcare Advisory Partners
Pennsylvania
$357K +$302K +699 New
WI
847
WBI Investments
New Jersey
$353K -$3.19M -7,381 -91%
RCM
848
Raleigh Capital Management
North Carolina
$353K +$263K +608 +741%
SAF
849
Smith Anglin Financial
Texas
$352K -$26.8K -62 -8%
CG
850
Cutler Group
California
$350K -$5.29M -12,251 -95%
32 33
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35 36