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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
826
Artemis Investment Management
United Kingdom
$351K +$2.77K +6 +0.7%
AF
827
Apollon Financial
South Carolina
$349K -$43.9K -95 -10%
UWS
828
Unique Wealth Strategies
Illinois
$349K +$412K +892 New
KWA
829
Kingswood Wealth Advisors
California
$347K -$96.2K -208 -19%
CANY
830
Caxton Associates (New York)
New York
$345K +$408K +882 New
KA
831
Kozak & Associates
Colorado
$344K – – –
CG
832
Cutler Group
California
$344K +$91.1K +197 +29%
PCS
833
Personal CFO Solutions
New Jersey
$344K +$4.16K +9 +1%
PFS
834
Prospera Financial Services
Texas
$343K +$135K +293 +50%
SC
835
Savant Capital
Illinois
$341K -$6.93K -15 -2%
LWA
836
Lineweaver Wealth Advisors
Ohio
$335K -$6.01K -13 -1%
MFG
837
Merit Financial Group
Georgia
$335K -$285K -616 -40%
GSC
838
Grey Street Capital
Illinois
$333K +$394K +853 New
FIA
839
Foundations Investment Advisors
Arizona
$332K -$44.8K -97 -10%
SMA
840
Sage Mountain Advisors
Georgia
$331K -$26.8K -58 -6%
IPW
841
Impact Partnership Wealth
Georgia
$327K +$333K +720 +621%
SS
842
Sunbelt Securities
Texas
$325K -$30.5K -66 -7%
1WM
843
1858 Wealth Management
Ohio
$324K – – –
IIM
844
Ipswich Investment Management
Massachusetts
$316K +$37K +80 +11%
AIM
845
Arcadia Investment Management
Michigan
$314K +$2.31K +5 +0.6%
MWM
846
Moran Wealth Management
Florida
$314K +$142K +307 +62%
HG
847
Herbst Group
Connecticut
$313K -$962K -2,080 -72%
ST
848
Smithfield Trust
Pennsylvania
$310K -$19.9K -43 -5%
HFS
849
Howard Financial Services
Texas
$309K – – –
PFBT
850
Parkside Financial Bank & Trust
Missouri
$307K -$462 -1 -0.1%
32 33
34
35 36