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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1051
Forum Financial Management
Illinois
– -$285K -1,373 Closed
WANY
1052
Wealthspire Advisors (New York)
New York
– -$283K -1,361 Closed
SW
1053
SkyOak Wealth
Michigan
– -$275K -1,325 Closed
AFT
1054
Alpha Family Trust
California
– -$274K -1,320 Closed
WWM
1055
Walser Wealth Management
Florida
– -$268K -1,288 Closed
JWCA
1056
J.W. Cole Advisors
Florida
– -$239K -1,284 Closed
NWAG
1057
Net Worth Advisory Group
Utah
– -$261K -1,255 Closed
TAM
1058
Trust Asset Management
Texas
– -$260K -1,253 Closed
AAA
1059
American Alpha Advisors
New York
– -$260K -1,250 Closed
MT
1060
Midwest Trust
Kansas
– -$253K -1,218 Closed
MWM
1061
Modera Wealth Management
New Jersey
– -$253K -1,218 Closed
MAWA
1062
Moss Adams Wealth Advisors
Washington
– -$253K -1,216 Closed
SWP
1063
Stratos Wealth Partners
Ohio
– -$251K -1,207 Closed
AIMC
1064
Alley Investment Management Company
Illinois
– -$249K -1,200 Closed
AI
1065
Atria Investments
North Carolina
– -$248K -1,194 Closed
KFS
1066
Kaizen Financial Strategies
California
– -$247K -1,190 Closed
CCA
1067
Cadent Capital Advisors
Oklahoma
– -$244K -1,175 Closed
PAMS
1068
Pinpoint Asset Management (Singapore)
– -$238K -1,143 Closed
EC
1069
EntryPoint Capital
New York
– -$237K -1,141 Closed
LWA
1070
Lineweaver Wealth Advisors
Ohio
– -$237K -1,140 Closed
GCM
1071
Gallacher Capital Management
Colorado
– -$234K -1,127 Closed
AFG
1072
Atomi Financial Group
New York
– -$234K -1,125 Closed
PCMH
1073
Polymer Capital Management (HK)
Hong Kong
– -$228K -1,095 Closed
FTWA
1074
Fifth Third Wealth Advisors
Ohio
– -$227K -1,092 Closed
CAM
1075
Claret Asset Management
Quebec, Canada
– -$226K -1,087 Closed
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