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Ulta Beauty
ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
626
Groesbeck Investment Management
New Jersey
$671K +$5.13K +10 +0.8%
V
627
Veritable
Delaware
$671K -$513 -1 -0.1%
CG
628
CFO4Life Group
Texas
$662K +$1.03K +2 +0.2%
HNB
629
Huntington National Bank
Ohio
$660K +$31.8K +62 +5%
TBC
630
Ted Buchan & Co
California
$660K -$158K -308 -20%
SP
631
Symmetry Partners
Connecticut
$659K +$93.4K +182 +18%
RJT
632
Raymond James Trust
Florida
$653K -$180K -350 -23%
LC
633
Lavaca Capital
Texas
$650K +$612K +1,193 New
AT
634
American Trust
Kentucky
$647K -$7.19K -14 -1%
NAG
635
Northstar Advisory Group
New Jersey
$642K -$9.75K -19 -2%
IWM
636
IHT Wealth Management
Illinois
$640K +$15.4K +30 +3%
FNBOH
637
First National Bank of Hutchinson
Kansas
$639K +$20K +39 +3%
CG
638
Cutler Group
California
$638K -$83.7K -163 -12%
MSAM
639
Moloney Securities Asset Management
Missouri
$635K +$12.8K +25 +2%
NP
640
Ninepoint Partners
Ontario, Canada
$628K +$21.6K +42 +4%
SW
641
SteelPeak Wealth
California
$625K -$223K -434 -27%
LWCFA
642
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$623K +$90.8K +177 +18%
KA
643
Kintegral Advisory
New York
$619K -$31.3K -61 -5%
JF
644
JSF Financial
California
$619K +$582K +1,134 New
SIA
645
Schechter Investment Advisors
Michigan
$614K -$25.7K -50 -4%
TC
646
TAGStone Capital
North Carolina
$614K – – –
SM
647
Sciencast Management
New Jersey
$611K +$614K +1,197 New
IFWM
648
Institute for Wealth Management
Colorado
$609K +$6.67K +13 +1%
PWA
649
Phoenix Wealth Advisors
North Carolina
$602K -$3.59K -7 -0.6%
CC
650
Chicago Capital
Illinois
$600K – – –
24 25
26
27 28