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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
Sugarloaf Wealth Management
Georgia
$32.9K – – –
AF
952
Advisornet Financial
Minnesota
$32.2K -$18.1K -49 -37%
MIM
953
Manitou Investment Management
Ontario, Canada
$32.2K – – –
CFO
954
CVA Family Office
Colorado
$31.8K -$3.32K -9 -10%
BCPWM
955
Bradley & Co Private Wealth Management
Florida
$31.8K – – –
HIP
956
HUB Investment Partners
Texas
$31.4K +$30.6K +83 New
HWA
957
HHM Wealth Advisors
Tennessee
$30.3K – – –
AS
958
Altshuler Shaham
Israel
$29.9K +$29.1K +79 New
RCM
959
Raleigh Capital Management
North Carolina
$29.8K +$6.27K +17 +27%
BCMLT
960
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.1K – – –
JWM
961
Janiczek Wealth Management
Colorado
$29.1K – – –
TCOV
962
Trust Company of Vermont
Vermont
$28.8K – – –
DAM
963
Delta Asset Management
Tennessee
$28.4K – – –
RTC
964
Riverview Trust Company
Washington
$28.4K – – –
VCM
965
Versant Capital Management
Arizona
$26.1K +$1.48K +4 +6%
BTI
966
Blue Trust Inc
Georgia
$26K -$15.5K -42 -37%
SWA
967
SOA Wealth Advisors
New York
$25.7K +$25.1K +68 New
CCA
968
Catalyst Capital Advisors
New York
$25.4K -$738 -2 -3%
HWA
969
Heritage Wealth Advisors
Virginia
$25.4K – – –
SVCP
970
Silicon Valley Capital Partners
California
$25K – – –
TCM
971
TD Capital Management
Tennessee
$24.6K – – –
USB
972
Union Savings Bank
Connecticut
$24.6K +$24K +65 New
QPBE
973
Quintet Private Bank (Europe)
Luxembourg
$22.7K – – –
TPCW
974
TD Private Client Wealth
New York
$22K +$9.59K +26 +81%
GWMI
975
Guardian Wealth Management (Illinois)
Illinois
$21.6K – – –
37 38
39
40 41