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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
876
Edgestream Partners
New Jersey
$316K -$1.83M -4,239 -87%
FFL
877
Future Fund LLC
Illinois
$313K -$77.8K -180 -23%
PPWP
878
Premier Path Wealth Partners
New Jersey
$310K +$262K +606 New
GT
879
Glenview Trust
Kentucky
$309K +$3.02K +7 +1%
AWM
880
Avondale Wealth Management
Texas
$307K -$43.2K -100 -14%
GWM
881
Greenhouse Wealth Management
Connecticut
$307K – – –
LFA
882
Lauterbach Financial Advisors
Texas
$307K – – –
SCA
883
Sage Capital Advisors
South Dakota
$307K – – –
PWMAG
884
Pinnacle Wealth Management Advisory Group
New Jersey
$306K +$259K +599 New
WPC
885
Wedmont Private Capital
Pennsylvania
$304K +$267K +619 New
DFA
886
Delta Financial Advisors
Louisiana
$304K – – –
MIM
887
Marco Investment Management
Georgia
$303K – – –
SDAM
888
Shulman DeMeo Asset Management
New York
$302K +$4.75K +11 +2%
EFG
889
Everhart Financial Group
Ohio
$301K +$254K +589 New
FFM
890
Forum Financial Management
Illinois
$301K -$4.32K -10 -2%
SWM
891
Silverlake Wealth Management
Vermont
$300K -$1.73K -4 -0.7%
PFS
892
Prospera Financial Services
Texas
$299K -$106K -246 -30%
RWA
893
River Wealth Advisors
Pennsylvania
$296K -$4.32K -10 -2%
FNBOH
894
First National Bank of Hutchinson
Kansas
$295K -$91.6K -212 -27%
BIG
895
Brooklyn Investment Group
New York
$295K +$249K +576 New
VCM
896
Virtue Capital Management
Tennessee
$294K -$16K -37 -6%
VCG
897
Vantage Consulting Group
Virginia
$293K +$248K +574 New
DWP
898
Daymark Wealth Partners
Ohio
$293K +$9.07K +21 +4%
EWA
899
Exencial Wealth Advisors
Oklahoma
$292K +$247K +572 New
CCS
900
Concentric Capital Strategies
Connecticut
$291K -$2.29M -5,292 -90%
34 35
36
37 38