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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1001
DT Investment Partners
Pennsylvania
$6.78K – – –
AWM
1002
Abound Wealth Management
Tennessee
$6.78K +$1.33K +5 +25%
CAM
1003
Clarity Asset Management
Iowa
$6.51K – – –
TIM
1004
Tortoise Investment Management
New York
$6.51K – – –
MWM
1005
Mascoma Wealth Management
New Hampshire
$6.24K – – –
FCG
1006
Financial Connections Group
California
$6K – – –
YAL
1007
Your Advocates Ltd
Texas
$5.97K +$3.98K +15 +214%
HWP
1008
Highline Wealth Partners
California
$5.97K +$5.84K +22 New
PS
1009
Planned Solutions
California
$5.97K +$5.84K +22 New
SC
1010
Stephens Consulting
Michigan
$5.7K – – –
PCM
1011
Peregrine Capital Management
Minnesota
$5.7K -$24.8M -93,625 -100%
SIS
1012
Sound Income Strategies
Florida
$5.7K – – –
OLVIG
1013
Oliver Lagore Vanvalin Investment Group
Michigan
$5.7K +$5.31K +20 +2,000%
PWMG
1014
Private Wealth Management Group
New Jersey
$5.43K +$3.45K +13 +186%
OC
1015
Oakworth Capital
Alabama
$5.16K -$3.19K -12 -39%
FMP
1016
Financial Management Professionals
Texas
$5K +$2.92K +11 +183%
PPC
1017
Park Place Capital
Alabama
$4.88K -$2.65K -10 -36%
OW
1018
Olistico Wealth
Oklahoma
$4.88K +$4.78K +18 New
TPW
1019
Talon Private Wealth
Florida
$4.88K +$4.78K +18 New
DF
1020
Dunhill Financial
United Kingdom
$4.78K +$3.98K +15 +500%
S
1021
Sachetta
Massachusetts
$4.61K +$265 +1 +6%
BFPW
1022
BOK Financial Private Wealth
Colorado
$4.61K -$591K -2,227 -99%
MFG
1023
Mendota Financial Group
Wisconsin
$4.34K -$2.12K -8 -33%
PCFFS
1024
Pacific Center for Financial Services
California
$4.34K +$2.65K +10 +167%
BMC
1025
Bear Mountain Capital
Washington
$4.03K – – –
39 40
41
42 43