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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
826
Perigon Wealth Management
California
$228K +$89.5K +244 +43%
EFG
827
Everhart Financial Group
Ohio
$228K +$295K +804 New
SCI
828
Silver Coast Investments
United States
$227K -$19.4K -53 -6%
AIM
829
Arcadia Investment Management
Michigan
$226K – – –
HAM
830
Harmony Asset Management
Arizona
$226K – – –
TA
831
TFG Advisers
Michigan
$224K -$52.8K -144 -15%
LFM
832
LGT Fund Management
Liechtenstein
$224K -$51.4K -140 -15%
FHA
833
Flagship Harbor Advisors
Massachusetts
$224K +$3.67K +10 +1%
GCA
834
Gradient Capital Advisors
California
$223K -$189K -515 -39%
WSFS
835
Wilmington Savings Fund Society
Delaware
$223K -$4.4K -12 -1%
EWA
836
EverSource Wealth Advisors
Alabama
$222K +$70.4K +192 +32%
KWA
837
Kingswood Wealth Advisors
California
$222K +$2.2K +6 +0.8%
CA
838
Claro Advisors
Massachusetts
$222K -$43.7K -119 -13%
SWP
839
Sagespring Wealth Partners
Tennessee
$222K +$287K +783 New
CGA
840
Crescent Grove Advisors
Illinois
$220K -$58.7K -160 -17%
BAAM
841
Baker Avenue Asset Management
California
$220K +$285K +777 New
CCFM
842
Clear Creek Financial Management
Washington
$220K +$19.8K +54 +7%
VCP
843
Verus Capital Partners
Arizona
$218K – – –
RBFC
844
Roman Butler Fullerton & Co
Missouri
$217K -$5.87K -16 -2%
CWS
845
Confluence Wealth Services
Pennsylvania
$217K -$11K -30 -4%
PWA
846
Physician Wealth Advisors
Utah
$216K +$367 +1 +0.1%
RCAG
847
Rehmann Capital Advisory Group
Michigan
$216K +$280K +764 New
TWM
848
TCFG Wealth Management
California
$215K +$46.2K +126 +20%
FIM
849
Freedom Investment Management
Connecticut
$213K -$14.7K -40 -5%
CCM
850
Crew Capital Management
Ohio
$213K +$11.7K +32 +4%
32 33
34
35 36