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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
701
Wedmont Private Capital
Pennsylvania
$279K -$36K -96 -11%
MMM
702
Mendel Money Management
Illinois
$277K – – –
WBC
703
Westpac Banking Corp
Australia
$275K -$48.8K -130 -16%
HR
704
Hardy Reed
Mississippi
$272K +$262K +699 New
NIM
705
NEOS Investment Management
Connecticut
$267K – – –
PA
706
Procyon Advisors
Connecticut
$267K +$1.13K +3 +0.4%
WA
707
Wealth Alliance
New York
$267K -$13.5K -36 -5%
AF
708
Advisornet Financial
Minnesota
$264K -$6K -16 -2%
RT
709
Rockland Trust
Massachusetts
$262K +$36.4K +97 +17%
AWAU
710
Alliance Wealth Advisors (Utah)
Utah
$259K -$2.63K -7 -1%
SWM
711
Spire Wealth Management
Virginia
$258K +$17.3K +46 +7%
ACM
712
Alta Capital Management
Utah
$253K +$9.75K +26 +4%
DFCM
713
Dark Forest Capital Management
Puerto Rico
$252K +$243K +648 New
FPGT
714
Financial Partners Group (Tennessee)
Tennessee
$252K +$243K +648 New
HI
715
Horizon Investments
North Carolina
$252K -$11.3K -30 -4%
OC
716
Oarsman Capital
Wisconsin
$251K -$1.19M -3,175 -83%
CIP
717
Cornerstone Investment Partners
Georgia
$249K – – –
JIC
718
Johnson Investment Counsel
Ohio
$249K +$1.13K +3 +0.5%
FIA
719
Foundations Investment Advisors
Arizona
$246K -$66.8K -178 -22%
FFA
720
Farther Finance Advisors
California
$244K +$10.5K +28 +5%
BWP
721
Balboa Wealth Partners
Arizona
$243K -$3.38K -9 -1%
FDS
722
First Dallas Securities
Texas
$243K – – –
LFAS
723
Level Four Advisory Services
Texas
$243K +$247K +658 New
PFS
724
Prospera Financial Services
Texas
$238K +$750 +2 +0.3%
PCA
725
Private Capital Advisors
Connecticut
$238K +$229K +611 New
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