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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
826
GoalVest Advisory
New York
$27.4K +$23.9K +132 New
WT
827
Whittier Trust
California
$26.6K -$12.5K -69 -36%
CA
828
Centerpoint Advisors
Massachusetts
$26K – – –
CA
829
Crewe Advisors
Utah
$26K -$90.6K -500 -80%
TCOT
830
Trust Company of Toledo
Ohio
$26K – – –
UIC
831
Uniplan Investment Counsel
Wisconsin
$25.5K +$22.1K +122 New
SAG
832
SageView Advisory Group
California
$25.4K +$22.1K +122 New
SIS
833
Sound Income Strategies
Florida
$25.2K +$1.27K +7 +6%
GPFA
834
Game Plan Financial Advisors
Ohio
$24.9K +$906 +5 +4%
CPG
835
Cornerstone Planning Group
New Jersey
$23.6K -$3.62K -20 -13%
EPIMS
836
Evelyn Partners Investment Management Services
$22.9K – – –
AT
837
Avalon Trust
New Mexico
$22K -$7.97K -44 -29%
TFGT
838
TS Financial Group (TSFG)
Illinois
$22K +$3.62K +20 +23%
HBW
839
Hazlett, Burt & Watson
West Virginia
$21K -$4.71K -26 -21%
BW
840
Basepoint Wealth
Iowa
$21K +$18.3K +101 New
PG
841
Proffitt & Goodson
Tennessee
$20.8K -$630K -3,475 -97%
OW
842
Olistico Wealth
Oklahoma
$20.4K +$17.8K +98 New
LFASL
843
Lugano Financial Advisors SA (LFA)
Switzerland
$20.2K – – –
MA
844
Modus Advisors
Minnesota
$20.2K +$17.6K +97 New
AAG
845
Armstrong Advisory Group
Massachusetts
$19.5K -$4.17K -23 -20%
PK
846
Pflug Koory
Nebraska
$19.5K – – –
NEWAS
847
N.E.W. Advisory Services
Wisconsin
$18.9K -$1.09K -6 -6%
TCOV
848
Trust Company of Vermont
Vermont
$18.7K – – –
LWCFA
849
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.6K -$18.1K -100 -50%
BTI
850
Blue Trust Inc
Georgia
$18.5K +$1.63K +9 +11%
32 33
34
35 36