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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1001
Coastal Bridge Advisors
Connecticut
– -$201K -1,314 Closed
ICP
1002
Interchange Capital Partners
Pennsylvania
– -$203K -1,218 Closed
BP
1003
BNP Paribas
France
– -$139K -911 Closed
EAM
1004
Erste Asset Management
Austria
– -$120K -820 Closed
BTD
1005
BankPlus Trust Department
Mississippi
– -$105K -688 Closed
RFP
1006
Root Financial Partners
California
– -$73K -477 Closed
AA
1007
Addison Advisors
Vermont
– -$58.9K -385 Closed
PFSC
1008
Peoples Financial Services Corp
Pennsylvania
– -$30.6K -200 Closed
APW
1009
Aventura Private Wealth
Florida
– -$28.8K -188 Closed
RMC
1010
Resources Management Corp
Connecticut
– -$28K -185 Closed
EDRH
1011
Edmond de Rothschild Holding
Switzerland
– -$26.3K -172 Closed
KFI
1012
Key Financial Inc
Pennsylvania
– -$21.9K -143 Closed
GPFA
1013
Game Plan Financial Advisors
Ohio
– -$18.4K -120 Closed
SIS
1014
Sound Income Strategies
Florida
– -$17.5K -110 Closed
BA
1015
Ballast Advisors
Minnesota
– -$16.7K -109 Closed
TWM
1016
TopTier Wealth Management
Wisconsin
– -$15.5K -101 Closed
PG
1017
Proffitt & Goodson
Tennessee
– -$15.3K -100 Closed
MIM
1018
Manitou Investment Management
Ontario, Canada
– -$13K -85 Closed
UOTTAIMCU
1019
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$12.4K -81 Closed
EWP
1020
Elevation Wealth Partners
California
– -$12.2K -80 Closed
PAI
1021
Pittenger & Anderson Inc
Nebraska
– -$11.5K -75 Closed
TPWA
1022
Twin Peaks Wealth Advisors
California
– -$10.9K -71 Closed
AWM
1023
Abound Wealth Management
Tennessee
– -$8.88K -58 Closed
CBT
1024
Crews Bank & Trust
Florida
– -$7.66K -50 Closed
OCWP
1025
Owl Creek Wealth Partners
Colorado
– -$7.66K -50 Closed
39 40
41
42 43