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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1051
Sugarloaf Wealth Management
Georgia
$32K – – –
JWM
1052
Janiczek Wealth Management
Colorado
$30.9K +$925 +2 +3%
KFS
1053
Kelly Financial Services
Massachusetts
$30.9K +$21.3K +46 +139%
FMII
1054
Farmers & Merchants Investments Inc
Nebraska
$30.5K – – –
GKIM
1055
GW&K Investment Management
Massachusetts
$30K +$20.3K +44 +129%
TCOV
1056
Trust Company of Vermont
Vermont
$29.7K +$12K +26 +52%
BWL
1057
Bogart Wealth LLC
Virginia
$29.7K +$925 +2 +3%
DAM
1058
Delta Asset Management
Tennessee
$29.3K – – –
RTC
1059
Riverview Trust Company
Washington
$29.3K +$34.7K +75 New
BTI
1060
Blue Trust Inc
Georgia
$28.1K -$43K -93 -56%
BEI
1061
Benjamin Edwards Inc
Missouri
$27K +$20.3K +44 +176%
HWA
1062
HHM Wealth Advisors
Tennessee
$27K – – –
PB
1063
Pinnacle Bancorp
Nebraska
$26.6K -$23.6K -51 -43%
SVCP
1064
Silicon Valley Capital Partners
California
$25.8K – – –
TCM
1065
TD Capital Management
Tennessee
$25.4K – – –
VCM
1066
Versant Capital Management
Arizona
$25.4K – – –
USB
1067
Union Savings Bank
Connecticut
$25.4K – – –
WWP
1068
WR Wealth Planners
Missouri
$25K +$29.6K +64 New
TWD
1069
True Wealth Design
Ohio
$24.6K +$925 +2 +3%
MBFW
1070
Morton Brown Family Wealth
Pennsylvania
$23.4K – – –
CCM
1071
Chilton Capital Management
Texas
$23K +$27.3K +59 New
JWA
1072
JFS Wealth Advisors
Pennsylvania
$22.7K – – –
LFG
1073
Larson Financial Group
Missouri
$21.5K – – –
AGWCA
1074
Annis Gardner Whiting Capital Advisors
Florida
$21.5K +$24K +52 +1,733%
TFM
1075
TFC Financial Management
Massachusetts
$21.1K +$462 +1 +2%
41 42
43
44 45