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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Avaii Wealth Management
Wisconsin
$319K -$3.07K -6 -1%
EW
727
Evoke Wealth
California
$319K -$5.64K -11 -2%
IPW
728
Impact Partnership Wealth
Georgia
$318K +$298K +582 New
BWP
729
Balboa Wealth Partners
Arizona
$318K – – –
CCIA
730
Campbell & Co Investment Adviser
Maryland
$314K -$89.7K -175 -23%
FSA
731
Fort Sheridan Advisors
Illinois
$313K – – –
CW
732
CreativeOne Wealth
Kansas
$312K +$293K +571 New
SWA
733
SFMG Wealth Advisors
Texas
$311K +$5.12K +10 +2%
PCM
734
Park Capital Management
Wisconsin
$309K -$4.61K -9 -2%
GF
735
Gries Financial
Ohio
$308K -$2.56K -5 -0.9%
MFA
736
Mayflower Financial Advisors
Massachusetts
$307K +$34.8K +68 +14%
BFIM
737
Beese Fulmer Investment Management
Ohio
$307K +$288K +562 New
S
738
SignatureFD
Georgia
$303K +$31.3K +61 +12%
GRP
739
Global Retirement Partners
California
$303K +$102K +200 +56%
SWM
740
Spire Wealth Management
Virginia
$302K -$512 -1 -0.2%
WFA
741
Wellspring Financial Advisors
Ohio
$302K – – –
RFN
742
RDA Financial Network
Iowa
$301K -$512 -1 -0.2%
TAM
743
Trust Asset Management
Texas
$301K – – –
WFI
744
West Family Investments
California
$295K – – –
OC
745
Oarsman Capital
Wisconsin
$294K -$5.12K -10 -2%
MMCM
746
Murphy & Mullick Capital Management
New York
$294K – – –
GSWM
747
Golden State Wealth Management
California
$293K – – –
AF
748
Allworth Financial
California
$292K +$59.4K +116 +28%
CAM
749
Cresset Asset Management
Illinois
$292K +$274K +534 New
AFG
750
Atomi Financial Group
New York
$291K +$272K +531 New
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