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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
851
Harmony Asset Management
Arizona
$306K – – –
CW
852
CreativeOne Wealth
Kansas
$305K -$69.2K -212 -21%
FIM
853
Freedom Investment Management
Connecticut
$303K -$61.7K -189 -19%
CF
854
Centaurus Financial
California
$301K – – –
M1FG
855
Mach-1 Financial Group
Arkansas
$300K -$28.4K -87 -10%
VIS
856
Vega Investment Solutions
France
$300K +$256K +785 New
FHA
857
Flagship Harbor Advisors
Massachusetts
$298K -$30.4K -93 -11%
FIA
858
Foundations Investment Advisors
Arizona
$298K -$28.7K -88 -10%
KWA
859
Kingswood Wealth Advisors
California
$298K -$16.6K -51 -6%
AFP
860
Ausdal Financial Partners
Iowa
$297K +$254K +777 New
IBOK
861
Independence Bank of Kentucky
Kentucky
$296K -$109K -333 -30%
PCS
862
Personal CFO Solutions
New Jersey
$295K +$252K +772 New
EFG
863
Ethos Financial Group
Pennsylvania
$295K +$252K +771 New
KFP
864
KMG Fiduciary Partners
Ohio
$294K -$2.18M -6,664 -90%
VCP
865
Verus Capital Partners
Arizona
$294K -$32.6K -100 -11%
ET
866
Equitable Trust
Tennessee
$292K -$49.6K -152 -17%
WA
867
WP Advisors
California
$292K – – –
PWA
868
Physician Wealth Advisors
Utah
$292K +$653 +2 +0.3%
BP
869
Ballentine Partners
Massachusetts
$289K +$247K +757 New
SIG
870
Stonegate Investment Group
Alabama
$284K +$243K +743 New
FFA
871
Florida Financial Advisors
Florida
$284K -$26.1K -80 -10%
PCA
872
Pallas Capital Advisors
Massachusetts
$280K +$239K +733 New
CA
873
Commerzbank Aktiengesellschaft
Germany
$280K +$238K +729 New
DI
874
Diligent Investors
California
$280K +$239K +732 New
GCM
875
Gallacher Capital Management
Colorado
$278K -$3.92K -12 -2%
33 34
35
36 37