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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
976
Delta Investment Management
California
$223K +$189K +437 New
TA
977
Tactive Advisors
Florida
$223K +$188K +436 New
CWS
978
Confluence Wealth Services
Pennsylvania
$222K +$188K +435 New
OAM
979
Oak Asset Management
California
$222K +$188K +434 New
RWM
980
Ritholtz Wealth Management
New York
$221K +$187K +433 New
NHT
981
New Hampshire Trust
New Hampshire
$220K +$186K +430 New
ATPW
982
Ashton Thomas Private Wealth
Arizona
$219K +$185K +429 New
CAM
983
Claret Asset Management
Quebec, Canada
$219K +$185K +429 New
ICG
984
InterOcean Capital Group
Tennessee
$218K -$60.9K -141 -25%
CAAS
985
Capital Asset Advisory Services
Michigan
$218K +$184K +426 New
CFG
986
Cooper Financial Group
California
$218K +$184K +426 New
HT
987
Heritage Trust
Oklahoma
$218K +$184K +426 New
CM
988
Capula Management
Cayman Islands
$217K +$184K +425 New
LWANC
989
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K – – –
MIM
990
Moseley Investment Management
Florida
$216K +$183K +423 New
FFO
991
Fiduciary Family Office
Florida
$216K +$182K +422 New
DWM
992
Destination Wealth Management
California
$215K +$182K +421 New
RBC
993
Roble Belko & Company
Pennsylvania
$215K +$6.05K +14 +3%
SW
994
SVB Wealth
Massachusetts
$214K +$181K +419 New
RCG
995
Regatta Capital Group
California
$213K +$180K +416 New
LI
996
Lafayette Investments
Maryland
$211K +$178K +413 New
HCM
997
Horrell Capital Management
Arkansas
$211K – – –
GI
998
GAMMA Investing
California
$211K +$200K +464 New
CWA
999
Canvas Wealth Advisors
Kansas
$210K -$228K -528 -55%
RWP
1000
Revolve Wealth Partners
New Jersey
$209K +$176K +408 New
38 39
40
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