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Ulta Beauty
ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
626
Astoria Portfolio Advisors
New York
$634K +$521K +947 New
WFP
627
Worthington Financial Partners
Ohio
$630K +$573K +1,042 New
SFS
628
Stiles Financial Services
Minnesota
$630K -$25.3K -46 -4%
RWB
629
RMR Wealth Builders
New Jersey
$627K +$31.9K +58 +6%
BMCM
630
Bryn Mawr Capital Management
Pennsylvania
$626K -$8.79K -16 -2%
HAG
631
HighPoint Advisor Group
Illinois
$626K -$9.89K -18 -2%
EWA
632
EverSource Wealth Advisors
Alabama
$625K -$1.65K -3 -0.3%
GWP
633
Gen-Wealth Partners
Michigan
$620K +$307K +558 +120%
HW
634
Hancock Whitney
Mississippi
$619K +$8.79K +16 +2%
HIP
635
HUB Investment Partners
Texas
$618K +$46.7K +85 +9%
IFG
636
Independent Financial Group
California
$616K +$52.2K +95 +10%
IFWM
637
Institute for Wealth Management
Colorado
$608K – – –
SW
638
SkyOak Wealth
Michigan
$606K – – –
WCM
639
Winebrenner Capital Management
Kentucky
$605K – – –
GT
640
Greenleaf Trust
Michigan
$604K +$9.89K +18 +2%
1WA
641
180 Wealth Advisors
Washington
$602K +$11K +20 +2%
S
642
Sunpointe
Missouri
$601K -$956K -1,739 -64%
MW
643
Marble Wealth
Alabama
$601K +$546K +994 New
T
644
TOBAM
France
$600K +$502K +913 +1,171%
WPC
645
Wedmont Private Capital
Pennsylvania
$599K +$23.1K +42 +5%
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K – – –
DS
647
DRW Securities
Illinois
$596K +$541K +985 New
KP
648
Keel Point
Alabama
$593K -$1.1K -2 -0.2%
DEA
649
DoubleLine ETF Adviser
Florida
$588K +$534K +972 New
EGM
650
Engineers Gate Manager
New York
$586K -$576K -1,047 -52%
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