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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
701
Sigma Planning Corp
Michigan
$387K +$1.54K +3 +0.4%
JIC
702
Johnson Investment Counsel
Ohio
$387K +$362K +707 New
VI
703
Versor Investments
New York
$382K -$1.02M -1,996 -74%
SWGC
704
Summit Wealth Group (Colorado)
Colorado
$382K +$490K +956 New
PA
705
Profund Advisors
Maryland
$382K -$10.8K -21 -3%
WC
706
Whitney & Co
New York
$375K -$7.69K -15 -2%
IWC
707
Integrated Wealth Concepts
Massachusetts
$374K -$137K -267 -28%
PA
708
Procyon Advisors
Connecticut
$372K +$1.54K +3 +0.4%
BWS
709
Broadway Wealth Solutions
Texas
$372K -$26.1K -51 -7%
FFP
710
Freedom Financial Partners
Minnesota
$363K +$2.56K +5 +0.8%
AFGAS
711
Allegiance Financial Group Advisory Services
Virginia
$358K – – –
NP
712
NorthRock Partners
Minnesota
$356K +$46.1K +90 +16%
RS
713
R Squared
Hong Kong
$355K +$333K +650 New
IA
714
IFG Advisory
Georgia
$353K -$5.64K -11 -2%
ICP
715
Interchange Capital Partners
Pennsylvania
$352K +$330K +644 New
MMM
716
Mendel Money Management
Illinois
$348K -$38.4K -75 -11%
PA
717
Parallel Advisors
California
$344K +$17.4K +34 +6%
BCI
718
Brinker Capital Investments
Pennsylvania
$341K +$17.9K +35 +6%
OL
719
Optas LLC
Texas
$334K +$17.9K +35 +6%
PWM
720
Perigon Wealth Management
California
$334K +$20K +39 +7%
HCA
721
Harbour Capital Advisors
Virginia
$331K -$25.6K -50 -8%
LFG
722
Larson Financial Group
Missouri
$331K +$259K +505 +500%
WA
723
Wealth Alliance
New York
$331K +$4.1K +8 +1%
TIA
724
Traphagen Investment Advisors
New Jersey
$329K +$26.1K +51 +9%
AWM
725
AE Wealth Management
Kansas
$324K -$8.2K -16 -3%
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