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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
576
Lenox Wealth Advisors
New York
$21K -$1.94K -7 -7%
WA
577
WealthTrust-Arizona
Arizona
$21K +$5.53K +20 +30%
VFA
578
Valeo Financial Advisors
Indiana
$20K +$1.11K +4 +5%
FNC
579
First National Corp
Massachusetts
$20K +$22.1K +80 New
S
580
SignatureFD
Georgia
$19K -$399K -1,442 -95%
RFA
581
Reilly Financial Advisors
California
$19K -$11.1K -40 -34%
AIM
582
Advantage Investment Management
Iowa
$18K -$2.21K -8 -10%
TWMP
583
Taylor Wealth Management Partners
Massachusetts
$18K – – –
TCOV
584
Trust Company of Vermont
Vermont
$18K +$6.63K +24 +50%
CIA
585
CSat Investment Advisory
Michigan
$18K +$8.29K +30 +67%
CT
586
Clearstead Trust
Maine
$18K +$9.67K +35 +90%
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$17.7K +64 New
LNB
588
Ledyard National Bank
$15K – – –
PWMG
589
Prestige Wealth Management Group
New Jersey
$15K +$16.9K +61 New
GEA
590
Glen Eagle Advisors
New Jersey
$14.7K – – –
PCP
591
Proficio Capital Partners
Massachusetts
$14K +$1.38K +5 +9%
MNBTD
592
Moody National Bank Trust Division
Texas
$14K +$15.8K +57 New
PB
593
Pinnacle Bancorp
Nebraska
$14K +$15.8K +57 New
CBT
594
Capital Bank & Trust
California
$13K -$34K -123 -69%
FGC
595
Financial Gravity Companies
Texas
$12K +$11.6K +42 New
BOPW
596
Brandywine Oak Private Wealth
Pennsylvania
$12K +$13.8K +50 New
KCM
597
Karp Capital Management
California
$12K +$13.8K +50 New
NSIM
598
North Star Investment Management
Illinois
$12K +$13.8K +50 New
WT
599
Whittier Trust
California
$11K +$11.9K +43 New
FAM
600
Fred Alger Management
New York
$11K +$12.2K +44 New
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