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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
976
HighMark Wealth Management
Minnesota
$12.7K -$4.08K -13 -27%
PK
977
Pflug Koory
Nebraska
$12.7K – – –
SC
978
Stephens Consulting
Michigan
$12K – – –
KFS
979
Kelly Financial Services
Massachusetts
$12K – – –
TPCW
980
TD Private Client Wealth
New York
$11.7K -$17.6K -56 -64%
PH
981
Pinnacle Holdings
Oklahoma
$10.9K +$9.4K +30 New
SHIM
982
Stone House Investment Management
Pennsylvania
$10.6K +$9.09K +29 New
WWP
983
WR Wealth Planners
Missouri
$10.6K +$9.09K +29 New
AP
984
Arlington Partners
Alabama
$10.2K -$87.5K -279 -91%
OIA
985
Optimum Investment Advisors
Illinois
$10.2K -$11K -35 -56%
IRAG
986
Investment Research & Advisory Group
Georgia
$10.2K – – –
CAM
987
ClariVest Asset Management
California
$10K – – –
APW
988
Acima Private Wealth
Virginia
$9.83K +$8.46K +27 New
DIP
989
DT Investment Partners
Pennsylvania
$9.63K – – –
EWM
990
Evermay Wealth Management
Virginia
$9.47K +$8.15K +26 New
SIC
991
SJS Investment Consulting
Ohio
$9.11K -$314 -1 -4%
MCM
992
MV Capital Management
Maryland
$9.11K – – –
KM
993
Kalos Management
Georgia
$9.11K +$7.84K +25 New
RDIA
994
RE Dickinson Investment Advisors
Iowa
$9K – – –
FCG
995
Financial Connections Group
California
$9K +$7.84K +25 New
TIM
996
Tortoise Investment Management
New York
$8.74K – – –
MWM
997
Mascoma Wealth Management
New Hampshire
$8.74K – – –
SIS
998
Sound Income Strategies
Florida
$7.65K – – –
BWL
999
Bogart Wealth LLC
Virginia
$7.28K – – –
TCWA
1000
Ten Capital Wealth Advisors
Washington
$7.28K – – –
38 39
40
41 42