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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1026
AmeriFlex Group
Nevada
$80.4K +$63.3K +194 New
BWM
1027
Bernard Wealth Management
Michigan
$78K +$66.6K +204 New
PFSC
1028
Peoples Financial Services Corp
Pennsylvania
$76.5K – – –
DF
1029
DNCA Finance
France
$75.7K +$8.49K +26 +15%
SIS
1030
Strategic Investment Solutions
Illinois
$73.4K +$44.4K +136 +1,360%
HI
1031
Harbour Investments
Wisconsin
$72.3K +$27.4K +84 +80%
VCM
1032
Versant Capital Management
Arizona
$70K +$4.9K +15 +9%
HI
1033
Human Investing
Oregon
$68.8K +$58.8K +180 New
MG
1034
Mather Group
Illinois
$68.1K +$10.1K +31 +21%
T
1035
TOBAM
France
$68K -$70.2K -215 -55%
CWC
1036
Carolinas Wealth Consulting
North Carolina
$63.4K +$12.7K +39 +31%
GBT
1037
Grove Bank & Trust
Florida
$62.3K +$326 +1 +0.6%
CBT
1038
CoreFirst Bank & Trust
Kansas
$61.2K +$39.2K +120 +300%
FDW
1039
Fourth Dimension Wealth
Ohio
$61.2K +$52.2K +160 New
AAG
1040
Armstrong Advisory Group
Massachusetts
$55.5K – – –
TF
1041
Tompkins Financial
New York
$53.5K – – –
HNW
1042
High Note Wealth
Minnesota
$52.8K +$45.1K +138 New
GKIM
1043
GW&K Investment Management
Massachusetts
$52K +$1.63K +5 +4%
GWSG
1044
GPS Wealth Strategies Group
Colorado
$48.9K – – –
TWD
1045
True Wealth Design
Ohio
$48K +$27.1K +83 +193%
CA
1046
Centerpoint Advisors
Massachusetts
$48K – – –
ANBT
1047
American National Bank & Trust
Texas
$47.8K – – –
HWA
1048
HHM Wealth Advisors
Tennessee
$47K – – –
TCOV
1049
Trust Company of Vermont
Vermont
$44.4K +$8.16K +25 +27%
GPFA
1050
Game Plan Financial Advisors
Ohio
$43.9K – – –
40 41
42
43 44