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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
726
TD Private Client Wealth
New York
$296K +$90.9K +208 +39%
SPC
727
Sigma Planning Corp
Michigan
$295K -$437 -1 -0.1%
MIA
728
MMBG Investment Advisors
Florida
$292K +$109K +250 +52%
APW
729
Aurora Private Wealth
New Jersey
$290K – – –
PCP
730
Proficio Capital Partners
Massachusetts
$287K -$24.5K -56 -7%
S
731
SignatureFD
Georgia
$286K -$21K -48 -6%
EP
732
Edgestream Partners
New Jersey
$286K +$313K +717 New
FMAEN1
733
Fund Management at Engine No 1
California
$284K +$26.2K +60 +9%
AWAU
734
Alliance Wealth Advisors (Utah)
Utah
$282K +$1.75K +4 +0.6%
FIM
735
Freedom Investment Management
Connecticut
$279K +$2.62K +6 +0.9%
T
736
TOBAM
France
$278K +$35K +80 +13%
BFG
737
Bleakley Financial Group
New Jersey
$278K -$87.9K -201 -22%
SS
738
Simplicity Solutions
Minnesota
$278K -$87.4K -200 -22%
PFS
739
Prospera Financial Services
Texas
$273K +$77.8K +178 +35%
HI
740
Horizon Investments
North Carolina
$271K -$21.4K -49 -7%
WMC
741
Westwood Management Corporation
Illinois
$264K – – –
RWA
742
Ropes Wealth Advisors
Massachusetts
$260K -$131K -300 -32%
VFPI
743
Vantage Financial Partners (Illinois)
Illinois
$260K – – –
CNBT
744
Canandaigua National Bank & Trust
New York
$259K -$3.5K -8 -1%
CWM
745
Cornerstone Wealth Management
Missouri
$258K – – –
HCA
746
Harbour Capital Advisors
Virginia
$258K – – –
ST
747
Smithfield Trust
Pennsylvania
$255K -$437 -1 -0.2%
IA
748
IFG Advisory
Georgia
$251K +$275K +628 New
PHS
749
Pekin Hardy Strauss
Illinois
$250K – – –
IAIM
750
International Assets Investment Management
Florida
$250K +$51.1K +117 +23%
28 29
30
31 32