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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1101
Oakworth Capital
Alabama
$12.1K – – –
BMC
1102
Bear Mountain Capital
Washington
$11.7K – – –
WIM
1103
Westside Investment Management
California
$11.7K – – –
CIAS
1104
CBIZ Investment Advisory Services
Ohio
$11.7K +$13.9K +30 New
MCM
1105
MV Capital Management
Maryland
$11.3K -$462 -1 -3%
SHIM
1106
Stone House Investment Management
Pennsylvania
$11.3K – – –
CAM
1107
ClariVest Asset Management
California
$10.9K +$1.39K +3 +12%
IRAG
1108
Investment Research & Advisory Group
Georgia
$10.9K – – –
OIA
1109
Optimum Investment Advisors
Illinois
$10.9K – – –
MCM
1110
Manchester Capital Management
Vermont
$10.4K +$1.85K +4 +17%
SIC
1111
SJS Investment Consulting
Ohio
$10.2K – – –
EWM
1112
Evermay Wealth Management
Virginia
$10.2K -$462 -1 -4%
GWSA
1113
Global Wealth Strategies & Associates
Colorado
$10.2K – – –
AWM
1114
Abound Wealth Management
Tennessee
$10.2K +$462 +1 +4%
HDIM
1115
Hanson & Doremus Investment Management
Vermont
$10K – – –
DIP
1116
DT Investment Partners
Pennsylvania
$9.77K – – –
CAM
1117
Clarity Asset Management
Iowa
$9.38K – – –
MFG
1118
Mendota Financial Group
Wisconsin
$9.38K – – –
TIM
1119
Tortoise Investment Management
New York
$9.38K – – –
MWM
1120
Mascoma Wealth Management
New Hampshire
$8.98K – – –
CQS
1121
Credential Qtrade Securities
$8.98K – – –
SC
1122
Stephens Consulting
Michigan
$8.2K -$5.55K -12 -36%
SIS
1123
Sound Income Strategies
Florida
$8.2K – – –
GEA
1124
Glen Eagle Advisors
New Jersey
$7.81K +$8.78K +19 +1,900%
AFWM
1125
Abich Financial Wealth Management
Virginia
$7.42K +$8.78K +19 New
43 44
45
46 47