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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
901
Conway Capital Management
California
$254K -$231K -500 -43%
BP
902
Ballentine Partners
Massachusetts
$254K -$23.6K -51 -7%
CPIG
903
Chicago Partners Investment Group
Illinois
$253K +$44.8K +97 +16%
FAIM
904
Financial Advocates Investment Management
Washington
$250K -$2.31K -5 -0.8%
QC
905
QCM Cayman
Texas
$250K +$295K +639 New
PTC
906
Petrus Trust Company
Texas
$249K -$180K -390 -38%
CPC
907
Cookson Peirce & Co
Pennsylvania
$248K -$23.1M -50,050 -99%
AA
908
Ancora Advisors
Ohio
$247K -$9.24K -20 -3%
AFO
909
Arrowroot Family Office
California
$246K -$23.6K -51 -7%
OCM
910
One Capital Management
California
$245K – – –
IPAM
911
Investment Partners Asset Management
New Jersey
$242K – – –
SCA
912
Sage Capital Advisors
South Dakota
$242K +$9.24K +20 +3%
CUAMC
913
China Universal Asset Management Company
China
$242K +$141K +304 +97%
PPWP
914
Premier Path Wealth Partners
New Jersey
$241K +$4.62K +10 +2%
EAM
915
Empirical Asset Management
Massachusetts
$240K +$284K +614 New
NFA
916
Northern Financial Advisors
Michigan
$239K +$282K +611 New
GWM
917
Greenhouse Wealth Management
Connecticut
$234K – – –
LFA
918
Lauterbach Financial Advisors
Texas
$234K – – –
GCM
919
Gladstone Capital Management
United Kingdom
$234K +$277K +600 New
MIM
920
Marco Investment Management
Georgia
$233K +$1.85K +4 +0.7%
DFA
921
Delta Financial Advisors
Louisiana
$232K – – –
PWM
922
Power Wealth Management
Georgia
$230K -$13.4K -29 -5%
FFM
923
Forum Financial Management
Illinois
$230K – – –
CC
924
Cipher Capital
New York
$229K -$350K -757 -56%
SDAM
925
Shulman DeMeo Asset Management
New York
$228K -$2.77K -6 -1%
35 36
37
38 39