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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1151
SJS Investment Consulting
Ohio
$13.3K +$432 +1 +4%
GWSA
1152
Global Wealth Strategies & Associates
Colorado
$13.3K – – –
HH
1153
HWG Holdings
Texas
$13.3K – – –
BEI
1154
Benjamin Edwards Inc
Missouri
$13K – – –
HDIM
1155
Hanson & Doremus Investment Management
Vermont
$13K – – –
AWM
1156
Abound Wealth Management
Tennessee
$12.8K +$10.8K +25 New
CAM
1157
ClariVest Asset Management
California
$12.8K -$2.16K -5 -17%
MFG
1158
Mendota Financial Group
Wisconsin
$12.3K -$79.5K -184 -88%
TIM
1159
Tortoise Investment Management
New York
$12.3K – – –
CAM
1160
Clarity Asset Management
Iowa
$12.3K +$10.4K +24 New
DIP
1161
DT Investment Partners
Pennsylvania
$12K – – –
FCG
1162
Financial Connections Group
California
$12K +$10.8K +25 New
MWM
1163
Mascoma Wealth Management
New Hampshire
$11.8K – – –
MCM
1164
Manchester Capital Management
Vermont
$11.8K +$8.64K +20 +667%
CQS
1165
Credential Qtrade Securities
$11.8K – – –
SIS
1166
Sound Income Strategies
Florida
$10.7K – – –
TSW
1167
Thompson Siegel & Walmsley
Virginia
$10K – – –
HWA
1168
Heritage Wealth Advisors
Virginia
$8.69K -$21.6K -50 -75%
ADL
1169
Asset Dedication LLC
California
$8K – – –
PWMG
1170
Prestige Wealth Management Group
New Jersey
$7.67K -$432 -1 -6%
DCM
1171
Davidson Capital Management
Texas
$7.67K – – –
PA
1172
Pineridge Advisors
Missouri
$7.16K +$6.05K +14 New
RTL
1173
Red Tortoise LLC
Georgia
$6.65K – – –
PWMG
1174
Private Wealth Management Group
New Jersey
$6.65K +$5.62K +13 New
AWM
1175
Avior Wealth Management
Nebraska
$6.65K – – –
45 46
47
48 49