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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
901
Adirondack Trust Company
New York
$249K +$13.1K +40 +7%
EF
902
Empirical Finance
Pennsylvania
$246K +$210K +644 New
LC
903
Lindbrook Capital
California
$246K -$23.2K -71 -10%
RWP
904
RWA Wealth Partners
Massachusetts
$244K +$209K +639 New
AFO
905
Arrowroot Family Office
California
$244K +$208K +638 New
GSEP
906
Golden State Equity Partners
California
$243K +$206K +630 +10,500%
GIA
907
Guyasuta Investment Advisors
Pennsylvania
$243K +$207K +635 New
CWA
908
Canvas Wealth Advisors
Kansas
$243K +$207K +635 New
TWM
909
TCFG Wealth Management
California
$242K +$207K +633 New
PWP
910
Perfromance Wealth Partners
Illinois
$242K +$206K +632 New
FFN
911
Focus Financial Network
Minnesota
$241K +$206K +631 New
FCM
912
Fortis Capital Management
Washington
$241K +$206K +631 New
VWM
913
Vigilare Wealth Management
Arizona
$239K +$204K +624 New
OAM
914
Occidental Asset Management
California
$238K +$203K +623 New
KFS
915
Kaizen Financial Strategies
California
$237K +$203K +621 New
MGIA
916
Moneta Group Investment Advisors
Missouri
$237K +$202K +620 New
FHA
917
First Horizon Advisors
Tennessee
$233K -$653 -2 -0.3%
CGL
918
Clarius Group LLC
Washington
$232K +$198K +606 New
HIIFS
919
Harel Insurance Investments & Financial Services
Israel
$231K -$2.9M -8,897 -94%
AIC
920
Argus Investors Counsel
New York
$230K +$197K +602 New
CCG
921
Coastwise Capital Group
California
$230K +$196K +601 New
TCWM
922
Total Clarity Wealth Management
Illinois
$230K +$196K +601 New
EB
923
Eastern Bank
Massachusetts
$229K -$99.3K -304 -34%
NI
924
NCP Inc
California
$229K – – –
CPCM
925
Cardinal Point Capital Management
Ontario, Canada
$229K +$196K +600 New
35 36
37
38 39