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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
901
PFG Investments
New York
$291K -$43.2K -100 -15%
BCM
902
Brookstone Capital Management
Illinois
$289K -$15.1K -35 -6%
AF
903
Allworth Financial
California
$289K -$9.07K -21 -4%
MA
904
Modus Advisors
Minnesota
$287K -$1.73M -4,015 -88%
CRC
905
Curi RMB Capital
Illinois
$286K +$242K +560 New
CA
906
CoreCap Advisors
Michigan
$285K +$241K +558 New
T
907
TOBAM
France
$285K – – –
FI
908
Finivi Inc
Massachusetts
$285K +$241K +557 New
CPIG
909
Chicago Partners Investment Group
Illinois
$283K -$13.8K -32 -5%
OWMIAS
910
One Wealth Management Investment & Advisory Services
Florida
$283K +$239K +553 New
TLCM
911
Twin Lakes Capital Management
California
$282K – – –
MSR
912
Main Street Research
Connecticut
$282K +$238K +551 New
RWP
913
RWA Wealth Partners
Massachusetts
$280K – – –
C
914
Covestor
United Kingdom
$279K +$13.4K +31 +6%
WAAG
915
Wealth Alliance Advisory Group
Kansas
$279K – – –
GM
916
GeoWealth Management
Illinois
$278K +$235K +543 New
WMA
917
Wealth Management Associates
New Jersey
$274K – – –
HC
918
Hamilton Capital
Ohio
$273K +$432 +1 +0.2%
CIA
919
Choate Investment Advisors
Massachusetts
$273K +$231K +534 New
GIA
920
Guyasuta Investment Advisors
Pennsylvania
$271K – – –
GSC
921
Ground Swell Capital
South Carolina
$270K +$229K +529 New
SIM
922
Sentry Investment Management
Wisconsin
$270K +$228K +528 New
AHC
923
Adell Harriman & Carpenter
Texas
$268K -$97.2K -225 -30%
CCMI
924
Creative Capital Management Investments
California
$268K – – –
RWM
925
RKL Wealth Management
Pennsylvania
$268K +$432 +1 +0.2%
35 36
37
38 39