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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
826
Aventura Private Wealth
Florida
$64.4K +$32K +116 +75%
RDFA
827
Ritter Daniher Financial Advisory
Ohio
$63.9K – – –
NFSG
828
Newbridge Financial Services Group
Florida
$62.5K -$9.64K -35 -12%
CCMI
829
Creative Capital Management Investments
California
$62.2K +$72.2K +262 New
MPW
830
MASECO Private Wealth
$62K +$71.9K +261 New
UCB
831
United Community Bank
South Carolina
$61.8K +$1.38K +5 +2%
TCM
832
Traub Capital Management
Massachusetts
$61.1K +$70.8K +257 New
MHR
833
Matthew Hamilton Rosenberg
$60.1K -$7.16K -26 -9%
KFI
834
Key Financial Inc
Pennsylvania
$57.7K – – –
CI
835
CX Institutional
Indiana
$57K -$110K -400 -63%
CFB
836
Cullen/Frost Bankers
Texas
$55.8K -$4.34M -15,738 -99%
OCM
837
Orion Capital Management
California
$55.8K -$55.1K -200 -46%
NRG
838
Nemes Rush Group
Michigan
$55.6K -$671K -2,437 -91%
RA
839
Rise Advisors
New York
$55.6K +$826 +3 +1%
WT
840
Whittier Trust
California
$55.6K -$5.43M -19,713 -99%
MIM
841
MTM Investment Management
South Carolina
$52.3K +$60.6K +220 New
SC
842
Soundwatch Capital
Connecticut
$51.7K +$14.3M +52,001 New
PFBT
843
Parkside Financial Bank & Trust
Missouri
$50.8K -$28.6K -104 -33%
NMG
844
New Millennium Group
Utah
$48.7K -$7.44K -27 -12%
PMFA
845
Plante Moran Financial Advisors
Michigan
$47.5K -$34.4K -125 -38%
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.5K – – –
PFSC
847
Peoples Financial Services Corp
Pennsylvania
$47.5K – – –
AG
848
AmeriFlex Group
Nevada
$44K -$275 -1 -0.5%
BWM
849
Bernard Wealth Management
Michigan
$43.7K – – –
GBT
850
Grove Bank & Trust
Florida
$39.7K +$1.1K +4 +2%
32 33
34
35 36