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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
901
Carolina Wealth Advisors
South Carolina
$1.53K – – –
PWMG
902
Prestige Wealth Management Group
New Jersey
$1.53K – – –
PCFFS
903
Pacific Center for Financial Services
California
$1.38K -$896 -5 -36%
BGAI
904
Bruce G. Allen Investments
Colorado
$1.38K -$179 -1 -10%
RWM
905
Rialto Wealth Management
New York
$1.38K +$717 +4 +80%
VWA
906
Valued Wealth Advisors
Utah
$1.23K -$179 -1 -11%
OC
907
Oakworth Capital
Alabama
$1.23K – – –
TFM
908
TFC Financial Management
Massachusetts
$1.23K +$179 +1 +14%
FFO
909
Fortitude Family Office
Arizona
$1.07K -$7.17K -40 -85%
CFG
910
Clayton Financial Group
Missouri
$1.07K – – –
MWM
911
Mascoma Wealth Management
New Hampshire
$1.07K – – –
FCAS
912
First Command Advisory Services
Texas
$1.07K +$1.25K +7 New
BHWM
913
Bay Harbor Wealth Management
Maryland
$1.07K +$359 +2 +40%
PS
914
PayPay Securities
Japan
$978 – – –
SC
915
SouthState Corp
Florida
$919 -$1.08K -6 -50%
MSWA
916
Marshall & Sterling Wealth Advisors
New York
$919 – – –
NB
917
NBT Bank
New York
$919 +$1.08K +6 New
WTA
918
Washington Trust Advisors
Massachusetts
$919 +$1.08K +6 New
TFA
919
Transamerica Financial Advisors
Florida
$918 -$1.61K -9 -60%
MAS
920
MPWM Advisory Solutions
Georgia
$918 – – –
WSA
921
Wealth Science Advisors
Georgia
$831 +$717 +4 New
WA
922
WPG Advisers
Maryland
$766 -$7.17K -40 -89%
AP
923
Atwood & Palmer
Missouri
$766 – – –
CWP
924
Clark Wealth Partners
Illinois
$766 – – –
LI
925
LRI Investments
Florida
$766 – – –
35 36
37
38 39