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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
726
Trust Asset Management
Texas
$239K +$11.3K +28 +5%
HR
727
Howe & Rusling
New York
$237K -$1.21K -3 -0.5%
VAFP
728
Vahanian & Associates Financial Planning
New York
$236K -$50.3K -125 -18%
EDRIA
729
Edmonds Duncan Registered Investment Advisors
Kansas
$236K +$237K +589 New
WI
730
Wahed Invest
New York
$235K +$14.9K +37 +7%
CWP
731
CFM Wealth Partners
Texas
$233K – – –
ST
732
Smithfield Trust
Pennsylvania
$233K +$81.4K +202 +53%
CCA
733
Checchi Capital Advisers
California
$230K +$6.85K +17 +3%
RP
734
Riverwater Partners
Wisconsin
$229K +$230K +570 New
RFN
735
RDA Financial Network
Iowa
$227K -$805 -2 -0.4%
VI
736
Versor Investments
New York
$226K +$227K +563 New
RFC
737
Regions Financial Corp
Alabama
$223K -$2.01K -5 -0.9%
YIA
738
YHB Investment Advisors
Connecticut
$222K +$223K +554 New
LNC
739
Lincoln National Corp
Pennsylvania
$219K -$10.1K -25 -4%
MFA
740
Mayflower Financial Advisors
Massachusetts
$219K +$2.01K +5 +0.9%
BCM
741
Brookstone Capital Management
Illinois
$219K +$222K +551 New
FTDI
742
First Trust Direct Indexing
Massachusetts
$214K -$24.6K -61 -10%
VCA
743
Verdence Capital Advisors
Maryland
$214K – – –
GRP
744
Global Retirement Partners
California
$213K +$10.5K +26 +5%
CP
745
CenterBook Partners
Connecticut
$213K +$213K +530 New
CC
746
Courier Capital
New York
$211K +$211K +525 New
DY
747
Dowling & Yahnke
California
$210K -$4.43K -11 -2%
VFA
748
Voya Financial Advisors
Connecticut
$210K +$209K +520 New
NP
749
NorthRock Partners
Minnesota
$209K -$35.8K -89 -15%
SCA
750
Sage Capital Advisors
South Dakota
$206K -$14.1K -35 -6%
28 29
30
31 32