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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
926
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
FMP
927
Financial Management Professionals
Texas
$8K – – –
SIS
928
Sound Income Strategies
Florida
$8K – – –
TCWA
929
Ten Capital Wealth Advisors
Washington
$8K – – –
RDIA
930
RE Dickinson Investment Advisors
Iowa
$8K +$1.3K +4 +22%
HWMA
931
Heritage Wealth Management (Arizona)
Arizona
$8K +$7.49K +23 New
FHA
932
First Horizon Advisors
Tennessee
$7K -$187K -574 -97%
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$65.1K -200 -91%
GWM
934
Geneos Wealth Management
Colorado
$7K -$61.5K -189 -90%
BWL
935
Bogart Wealth LLC
Virginia
$7K – – –
GAM
936
Gemmer Asset Management
California
$7K – – –
PP
937
Pacifica Partners
Canada
$7K – – –
PWMG
938
Prestige Wealth Management Group
New Jersey
$7K – – –
AWM
939
Activest Wealth Management
Florida
$7K +$6.51K +20 New
RWM
940
Raffa Wealth Management
District of Columbia
$5.48K – – –
ADL
941
Asset Dedication LLC
California
$5K – – –
CFFP
942
Center for Financial Planning
Michigan
$5K – – –
HH
943
HWG Holdings
Texas
$4K -$1.01M -3,114 -100%
HNWAG
944
High Net Worth Advisory Group
Florida
$4K -$3.25K -10 -45%
CWA
945
Carolina Wealth Advisors
South Carolina
$4K – – –
MIM
946
Macroview Investment Management
Maryland
$4K – – –
ME
947
McIlrath & Eck
Washington
$4K – – –
SN
948
Sittner & Nelson
Oregon
$4K – – –
GIA
949
GHP Investment Advisors
Colorado
$4K +$3.25K +10 New
CI
950
Cordant Inc
Oregon
$4K +$3.91K +12 New
36 37
38
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