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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
926
Old National Bancorp
Indiana
$266K -$10.4K -24 -4%
MCM
927
McRae Capital Management
New Jersey
$266K – – –
WAM
928
Weatherly Asset Management
California
$265K -$43.2K -100 -16%
SIG
929
Stonegate Investment Group
Alabama
$264K +$223K +517 New
EM
930
Excalibur Management
Massachusetts
$264K +$223K +517 New
SWA
931
SFMG Wealth Advisors
Texas
$264K +$223K +516 New
OP
932
ORG Partners
Indiana
$263K +$217K +502 +4,183%
MIM
933
Morningstar Investment Management
Illinois
$261K +$221K +511 New
PA
934
Planning Alternatives
Michigan
$259K +$219K +507 New
SPC
935
Sigma Planning Corp
Michigan
$259K -$468K -1,083 -68%
LSA
936
Lion Street Advisors
Texas
$259K +$219K +507 New
LWM
937
Laidlaw Wealth Management
New York
$259K -$25.5K -59 -10%
DGAM
938
Desjardins Global Asset Management
Quebec, Canada
$258K -$2.93M -6,786 -93%
KWM
939
Kolinsky Wealth Management
New Jersey
$257K -$29.8K -69 -12%
MVA
940
Mount Vernon Associates
Maryland
$256K +$216K +500 New
NRS
941
Neville Rodie & Shaw
New York
$256K +$216K +500 New
LA
942
LM Advisors
California
$256K +$216K +500 New
RP
943
Riverbridge Partners
Minnesota
$256K +$216K +500 New
TPWA
944
TRUE Private Wealth Advisors
Oregon
$256K +$216K +500 New
MWM
945
Moran Wealth Management
Florida
$254K +$215K +497 New
FCM
946
Fortis Capital Management
Washington
$254K +$214K +496 New
NSIM
947
North Star Investment Management
Illinois
$251K – – –
PWPS
948
Pinnacle Wealth Planning Services
Ohio
$248K +$210K +486 New
MBT
949
Montecito Bank & Trust
California
$248K +$210K +485 New
NW
950
NewEdge Wealth
Pennsylvania
$247K +$209K +484 New
36 37
38
39 40