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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
926
Standard Family Office
South Dakota
$7K +$7.44K +24 New
DIP
927
DT Investment Partners
Pennsylvania
$7K +$7.75K +25 New
BWL
928
Bogart Wealth LLC
Virginia
$6K – – –
SIS
929
Sound Income Strategies
Florida
$6K – – –
TCWA
930
Ten Capital Wealth Advisors
Washington
$6K – – –
TSW
931
Thompson Siegel & Walmsley
Virginia
$6K – – –
MS
932
Mizuho Securities
Japan
$6K +$310 +1 +5%
SIC
933
SJS Investment Consulting
Ohio
$6K +$6.51K +21 New
BBPWM
934
Blue Bell Private Wealth Management
Pennsylvania
$5K -$930 -3 -14%
HWMA
935
Heritage Wealth Management (Arizona)
Arizona
$5K – – –
RWM
936
Raffa Wealth Management
District of Columbia
$4.47K +$310 +1 +7%
BFEC
937
Benjamin F. Edwards & Company
Missouri
$4K -$92.4K -298 -95%
SCA
938
Stonebridge Capital Advisors
Minnesota
$4K – – –
ADL
939
Asset Dedication LLC
California
$4K +$4.65K +15 New
PWMG
940
Prestige Wealth Management Group
New Jersey
$3K -$930 -3 -21%
CWA
941
Carolina Wealth Advisors
South Carolina
$3K – – –
FCMT
942
Founders Capital Management (Texas)
Texas
$3K – – –
HNWAG
943
High Net Worth Advisory Group
Florida
$3K – – –
ME
944
McIlrath & Eck
Washington
$3K – – –
SN
945
Sittner & Nelson
Oregon
$3K – – –
TFA
946
Transamerica Financial Advisors
Florida
$3K – – –
DCM
947
Davidson Capital Management
Texas
$3K +$620 +2 +20%
DI
948
Disciplined Investments
Oklahoma
$3K +$620 +2 +29%
CAL
949
Capital Advisors Ltd
Ohio
$3K +$1.55K +5 +71%
HGERS
950
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3.72K +12 New
36 37
38
39 40