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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1026
Sound Income Strategies
Florida
$8.1K – – –
TSW
1027
Thompson Siegel & Walmsley
Virginia
$8K – – –
AWM
1028
Activest Wealth Management
Florida
$7.71K – – –
OC
1029
Oakworth Capital
Alabama
$7.33K – – –
MAM
1030
Marquette Asset Management
Minnesota
$6.94K +$2.29K +6 +50%
PWMG
1031
Prestige Wealth Management Group
New Jersey
$6.17K – – –
ADL
1032
Asset Dedication LLC
California
$6K – – –
DCM
1033
Davidson Capital Management
Texas
$5.79K +$1.15K +3 +25%
SCA
1034
Stonebridge Capital Advisors
Minnesota
$5.78K -$4.58K -12 -44%
RTL
1035
Red Tortoise LLC
Georgia
$5.01K – – –
AWM
1036
Avior Wealth Management
Nebraska
$5.01K – – –
SSG
1037
Summit Securities Group
New York
$5K +$5.35K +14 New
MIM
1038
Macroview Investment Management
Maryland
$4.63K – – –
HGERS
1039
Householder Group Estate & Retirement Specialist
Arizona
$4.63K +$4.58K +12 New
OP
1040
ORG Partners
Indiana
$4.63K – – –
RWPA
1041
Richard W. Paul & Associates
Michigan
$4.63K +$4.58K +12 New
RWM
1042
Raffa Wealth Management
District of Columbia
$4.24K – – –
WTG
1043
West Tower Group
Virginia
$4.24K +$4.2K +11 New
CAM
1044
Chesapeake Asset Management
New York
$4.24K – – –
CAL
1045
Capital Advisors Ltd
Ohio
$4K – – –
CWA
1046
Carolina Wealth Advisors
South Carolina
$3.86K – – –
JGIA
1047
Jackson Grant Investment Advisers
Connecticut
$3.86K – – –
SN
1048
Sittner & Nelson
Oregon
$3.86K – – –
RCG
1049
Rock Creek Group
District of Columbia
$3.86K +$3.82K +10 New
VAG
1050
VisionPoint Advisory Group
Texas
$3.47K -$10.3K -27 -75%
40 41
42
43 44