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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
876
Private Wealth Management Group
New Jersey
$2.76K -$5.2K -29 -62%
RWM
877
Raffa Wealth Management
District of Columbia
$2.76K – – –
TCM
878
Tradewinds Capital Management
Washington
$2.6K -$36.6K -204 -92%
KG
879
Kilter Group
New York
$2.6K -$717 -4 -19%
MAM
880
Marquette Asset Management
Minnesota
$2.6K +$3.05K +17 New
Q1WB
881
Quest 10 Wealth Builders
Virginia
$2.45K -$179 -1 -6%
BMC
882
Bear Mountain Capital
Washington
$2.33K – – –
FPF
883
First Pacific Financial
Washington
$2.3K +$2.69K +15 New
JWM
884
JPL Wealth Management
Colorado
$2.3K +$2.69K +15 New
SA
885
Scarborough Advisors
Maryland
$2.3K +$2.69K +15 New
RF
886
Rossby Financial
Florida
$2.22K +$179 +1 +8%
W
887
WealthCollab
Washington
$2.14K +$2.51K +14 New
FP
888
Financial Perspectives
Minnesota
$2.14K – – –
PWA
889
Portus Wealth Advisors
North Carolina
$2.14K +$2.51K +14 New
AW
890
Avion Wealth
Texas
$2K -$1.43K -8 -35%
JFGIW
891
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.99K – – –
RTL
892
Red Tortoise LLC
Georgia
$1.99K -$1.61K -9 -41%
DWP
893
Destiny Wealth Partners
Florida
$1.99K +$2.33K +13 New
DCM
894
Davis Capital Management
Florida
$1.84K – – –
SRCM
895
Signature Resources Capital Management
California
$1.84K – – –
CIR
896
Clear Investment Research
Georgia
$1.84K +$2.15K +12 New
FF
897
Friedenthal Financial
New Jersey
$1.69K – – –
CFM
898
Cornerstone Financial Management
Massachusetts
$1.68K +$1.43K +8 +267%
UFPG
899
United Financial Planning Group
New York
$1.68K +$1.97K +11 New
WOSD
900
WFA of San Diego
California
$1.68K +$1.97K +11 New
34 35
36
37 38