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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
626
First Foundation Advisors
California
$562K +$11.4K +18 +2%
APA
627
Astoria Portfolio Advisors
New York
$560K +$57.9K +91 +10%
PWA
628
Phoenix Wealth Advisors
North Carolina
$560K -$25.4K -40 -4%
MC
629
Machina Capital
France
$558K +$4.45K +7 +0.7%
GDP
630
Great Diamond Partners
Maine
$551K -$15.9K -25 -2%
TG
631
TCW Group
California
$551K -$65.5K -103 -9%
RWB
632
RMR Wealth Builders
New Jersey
$550K +$10.8K +17 +2%
NAMI
633
Nomura Asset Management International
Pennsylvania
$548K -$2.87M -4,508 -81%
SFS
634
Stiles Financial Services
Minnesota
$548K +$4.45K +7 +0.7%
SC
635
Savant Capital
Illinois
$547K +$169K +265 +34%
VA
636
VestGen Advisors
Illinois
$546K +$186K +292 +37%
CAU
637
Caxton Associates (UK)
$536K +$249K +391 +62%
WG
638
Wellington Group
Indiana
$531K +$194K +305 +43%
WPC
639
Wedmont Private Capital
Pennsylvania
$525K +$45.8K +72 +8%
IFWM
640
Institute for Wealth Management
Colorado
$525K -$1.27K -2 -0.2%
SW
641
SkyOak Wealth
Michigan
$524K – – –
WCM
642
Winebrenner Capital Management
Kentucky
$523K – – –
ECM
643
Everence Capital Management
Indiana
$513K +$320K +503 +105%
RCM
644
RNC Capital Management
California
$513K -$4.26M -6,705 -87%
HW
645
Hancock Whitney
Mississippi
$510K -$47.7K -75 -7%
JCIA
646
Jackson Creek Investment Advisors
Colorado
$500K -$3.82K -6 -0.6%
TE
647
Tema ETFs
New York
$499K – – –
DWP
648
Daymark Wealth Partners
Ohio
$497K +$38.2K +60 +7%
AIM
649
Advyzon Investment Management
Illinois
$496K +$64.9K +102 +12%
RCAG
650
Rehmann Capital Advisory Group
Michigan
$485K +$22.9K +36 +4%
24 25
26
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