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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1001
Clean Yield Group
Vermont
$13.6K – – –
GWSA
1002
Global Wealth Strategies & Associates
Colorado
$13.6K – – –
PK
1003
Pflug Koory
Nebraska
$13.2K – – –
KFS
1004
Kelly Financial Services
Massachusetts
$12.5K – – –
SC
1005
Stephens Consulting
Michigan
$12.5K – – –
AIC
1006
Archer Investment Corporation
Indiana
$12.1K +$11.8K +32 New
CAM
1007
ClariVest Asset Management
California
$12K – – –
SHIM
1008
Stone House Investment Management
Pennsylvania
$11K – – –
IRAG
1009
Investment Research & Advisory Group
Georgia
$10.6K – – –
CFD
1010
Creative Financial Designs
Indiana
$10.2K -$13.7K -37 -58%
APW
1011
Acima Private Wealth
Virginia
$10.2K – – –
SCA
1012
Stonebridge Capital Advisors
Minnesota
$10.2K +$4.43K +12 +80%
EWM
1013
Evermay Wealth Management
Virginia
$9.84K – – –
HH
1014
HWG Holdings
Texas
$9.84K +$6.64K +18 +225%
DIP
1015
DT Investment Partners
Pennsylvania
$9.53K – – –
MCM
1016
MV Capital Management
Maryland
$9.46K – – –
TIM
1017
Tortoise Investment Management
New York
$9.08K – – –
BEI
1018
Benjamin Edwards Inc
Missouri
$9K -$7.38K -20 -44%
FCG
1019
Financial Connections Group
California
$9K – – –
RDIA
1020
RE Dickinson Investment Advisors
Iowa
$9K +$369 +1 +4%
MWM
1021
Mascoma Wealth Management
New Hampshire
$8.76K – – –
HI
1022
Harbour Investments
Wisconsin
$8.71K -$14K -38 -62%
SIC
1023
SJS Investment Consulting
Ohio
$8.71K -$738 -2 -8%
TSW
1024
Thompson Siegel & Walmsley
Virginia
$8K – – –
SIS
1025
Sound Income Strategies
Florida
$7.95K – – –
39 40
41
42 43