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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1101
TD Capital Management
Tennessee
$33.2K – – –
USB
1102
Union Savings Bank
Connecticut
$33.2K – – –
TWD
1103
True Wealth Design
Ohio
$31.2K +$25.5K +59 +2,950%
MBFW
1104
Morton Brown Family Wealth
Pennsylvania
$30.7K +$25.9K +60 New
RFS
1105
Richardson Financial Services
Massachusetts
$30.7K +$25.9K +60 New
JWA
1106
JFS Wealth Advisors
Pennsylvania
$29.7K +$432 +1 +2%
LFG
1107
Larson Financial Group
Missouri
$28.1K -$2.16K -5 -8%
RFA
1108
Resurgent Financial Advisors
Georgia
$28.1K – – –
TFM
1109
TFC Financial Management
Massachusetts
$27.1K +$432 +1 +2%
CBT
1110
Central Bank & Trust
Kentucky
$26.6K – – –
TCOV
1111
Trust Company of Vermont
Vermont
$25.6K -$11.2K -26 -34%
CFFP
1112
Center for Financial Planning
Michigan
$25.6K – – –
SA
1113
Scarborough Advisors
Maryland
$25.6K +$21.6K +50 New
T
1114
Tidemark
California
$25.6K +$21.6K +50 New
FMB
1115
Field & Main Bank
Kentucky
$25.6K – – –
VNA
1116
Valley National Advisers
Pennsylvania
$25K +$18.1K +42 +600%
CAC
1117
Core Alternative Capital
Georgia
$24.5K -$59.6K -138 -74%
SIC
1118
Salem Investment Counselors
North Carolina
$23K – – –
WT
1119
Washington Trust
Rhode Island
$23K – – –
BIA
1120
Bell Investment Advisors
California
$22K +$4.75K +11 +34%
AS
1121
Altshuler Shaham
Israel
$20.5K -$7.78K -18 -31%
GJIA
1122
Glass Jacobson Investment Advisors
Maryland
$20.5K – – –
ME
1123
McIlrath & Eck
Washington
$20.5K +$4.32K +10 +33%
BL
1124
BFSG LLC
California
$20.5K +$17.3K +40 New
CCA
1125
Criterion Capital Advisors
Tennessee
$20.5K +$17.3K +40 New
43 44
45
46 47