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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
1026
Spectrum Wealth Counsel
Indiana
$151K +$127K +295 New
PO
1027
Private Ocean
California
$150K – – –
PPWM
1028
PFG Private Wealth Management
Florida
$148K +$84.7K +196 +211%
ODG
1029
O'Dell Group
Ohio
$146K +$124K +286 New
RIM
1030
Rakuten Investment Management
Japan
$145K +$123K +285 New
IGWM
1031
ICA Group Wealth Management
Colorado
$145K +$122K +283 New
MHR
1032
Matthew Hamilton Rosenberg
$142K – – –
WCM
1033
Wunderlich Capital Managemnt
Tennessee
$138K – – –
RA
1034
Rise Advisors
New York
$138K -$6.05K -14 -5%
NFSG
1035
Newbridge Financial Services Group
Florida
$131K -$20.3K -47 -16%
NIMI
1036
Natixis Investment Managers International
France
$129K -$22K -51 -17%
TWM
1037
Tradition Wealth Management
Minnesota
$127K -$13.4K -31 -11%
KFI
1038
Key Financial Inc
Pennsylvania
$124K – – –
BBHC
1039
Brown Brothers Harriman & Co
New York
$118K +$864 +2 +0.9%
CWC
1040
Carolinas Wealth Consulting
North Carolina
$117K -$16.9K -39 -15%
OCM
1041
Orion Capital Management
California
$107K – – –
CJ
1042
Caitlin John
Michigan
$104K +$88.1K +204 New
OA
1043
Operose Advisors
Wisconsin
$103K -$83.4K -193 -49%
CSC
1044
Caldwell Sutter Capital
California
$102K – – –
WBC
1045
West Branch Capital
Massachusetts
$102K – – –
PFSC
1046
Peoples Financial Services Corp
Pennsylvania
$102K – – –
PP
1047
Pacifica Partners
Canada
$101K – – –
HIIFS
1048
Harel Insurance Investments & Financial Services
Israel
$98K – – –
TSWM
1049
Tyler-Stone Wealth Management
Ohio
$97.1K – – –
IA
1050
IFP Advisors
Florida
$94.6K -$223K -515 -74%
40 41
42
43 44