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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1251
Confluence Wealth Services
Pennsylvania
– -$217K -555 Closed
PWMAG
1252
Pinnacle Wealth Management Advisory Group
New Jersey
– -$214K -549 Closed
RWP
1253
RWA Wealth Partners
Massachusetts
– -$214K -548 Closed
WAAG
1254
Wealth Alliance Advisory Group
Kansas
– -$213K -545 Closed
CCFM
1255
Clear Creek Financial Management
Washington
– -$209K -536 Closed
CIA
1256
Choate Investment Advisors
Massachusetts
– -$209K -534 Closed
HC
1257
Hamilton Capital
Ohio
– -$209K -534 Closed
MCM
1258
McRae Capital Management
New Jersey
– -$207K -530 Closed
FPAS
1259
Focus Partners Advisor Solutions
Missouri
– -$206K -527 Closed
AHC
1260
Adell Harriman & Carpenter
Texas
– -$205K -525 Closed
FTIS
1261
First Trust Investment Solutions
Florida
– -$205K -525 Closed
OWMIAS
1262
One Wealth Management Investment & Advisory Services
Florida
– -$205K -525 Closed
STA
1263
Summit Trail Advisors
New York
– -$203K -519 Closed
WAM
1264
Weatherly Asset Management
California
– -$202K -518 Closed
EM
1265
Excalibur Management
Massachusetts
– -$202K -517 Closed
SWA
1266
SFMG Wealth Advisors
Texas
– -$202K -517 Closed
SIG
1267
Stonegate Investment Group
Alabama
– -$202K -517 Closed
FFO
1268
Fiduciary Family Office
Florida
– -$201K -514 Closed
FCM
1269
Fortis Capital Management
Washington
– -$201K -514 Closed
LSA
1270
Lion Street Advisors
Texas
– -$259K -507 Closed
IWA
1271
Icon Wealth Advisors
Texas
– -$189K -485 Closed
CA
1272
CoreCap Advisors
Michigan
– -$174K -445 Closed
CIM
1273
Contravisory Investment Management
Massachusetts
– -$127K -324 Closed
SWC
1274
Spectrum Wealth Counsel
Indiana
– -$115K -295 Closed
HIP
1275
HUB Investment Partners
Texas
– -$110K -282 Closed
49 50
51
52 53