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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1001
Tortoise Investment Management
New York
$7.17K – – –
FCG
1002
Financial Connections Group
California
$7K +$8.36K +25 New
MWM
1003
Mascoma Wealth Management
New Hampshire
$6.87K – – –
RWM
1004
Raffa Wealth Management
District of Columbia
$6.87K +$4.01K +12 +109%
SIS
1005
Sound Income Strategies
Florida
$6.27K – – –
SC
1006
Stephens Consulting
Michigan
$6.27K – – –
BLC
1007
Brown, Lisle/Cummings
Rhode Island
$6.27K +$7.02K +21 New
AW
1008
Avion Wealth
Texas
$6K +$5.01K +15 +214%
AWM
1009
Abound Wealth Management
Tennessee
$5.97K -$2.01K -6 -23%
CHC
1010
City Holding Co
West Virginia
$5.97K +$6.69K +20 New
CAM
1011
Creekmur Asset Management
Illinois
$5.67K – – –
PWMG
1012
Prestige Wealth Management Group
New Jersey
$5.08K +$334 +1 +6%
SSG
1013
Summit Securities Group
New York
$5K +$5.35K +16 New
RFG
1014
RFP Financial Group
Georgia
$4.85K +$2.67K +8 +100%
S
1015
Sachetta
Massachusetts
$4.1K -$4.01K -12 -43%
BMC
1016
Bear Mountain Capital
Washington
$4.08K -$6.69K -20 -59%
MCM
1017
Manchester Capital Management
Vermont
$4.05K -$4.35K -13 -48%
TFA
1018
Transamerica Financial Advisors
Florida
$4K – – –
RTL
1019
Red Tortoise LLC
Georgia
$3.88K – – –
TAM
1020
Tucker Asset Management
Colorado
$3.88K – – –
MIM
1021
Macroview Investment Management
Maryland
$3.58K – – –
CTC
1022
Cetera Trust Company
Minnesota
$3.58K – – –
CP
1023
Castleview Partners
Texas
$3.58K +$3.34K +10 +500%
ECM
1024
Estabrook Capital Management
New York
$3.58K +$4.01K +12 New
VWA
1025
Valued Wealth Advisors
Utah
$2.99K -$2.34K -7 -41%
39 40
41
42 43