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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
751
TrustCore Financial Services
Tennessee
$9K – – –
WLPWM
752
Walled Lake Planning & Wealth Management
Illinois
$9K – – –
LPWM
753
Lake Point Wealth Management
Texas
$9K +$8.2K +25 New
CFN
754
Cordasco Financial Network
Florida
$8K – – –
PCG
755
Private Capital Group
Connecticut
$8K – – –
APWA
756
Atlas Private Wealth Advisors
New Jersey
$7K -$5.58K -17 -46%
GWS
757
Glassman Wealth Services
Virginia
$7K +$2.3K +7 +54%
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$7K +$2.95K +9 +82%
SBL
759
Sargent Bickham Lagudis
Colorado
$6K -$13.8K -42 -72%
CWAF
760
Core Wealth Advisors (Florida)
Florida
$6K – – –
EFSCE
761
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
HCP
762
Hexagon Capital Partners
Arkansas
$6K – – –
RA
763
Resolute Advisors
California
$6K – – –
PFBT
764
Parkside Financial Bank & Trust
Missouri
$6K +$984 +3 +20%
SCA
765
Stonebridge Capital Advisors
Minnesota
$6K +$3.94K +12 +200%
AIG
766
American International Group
New York
$5.98K -$274K -836 -5%
PP
767
PrairieView Partners
Minnesota
$5K -$7.54K -23 -61%
GLLW
768
Graves Light Lenhart Wealth
Virginia
$5K – – –
SIM
769
Sonora Investment Management
Arizona
$5K +$4.92K +15 New
SB
770
Strategic Blueprint
Georgia
$5K +$4.92K +15 New
LC
771
Lindbrook Capital
California
$4K – – –
SL
772
Savior LLC
Massachusetts
$4K – – –
SWA
773
SOA Wealth Advisors
New York
$4K – – –
DI
774
Disciplined Investments
Oklahoma
$4K +$3.61K +11 New
MA
775
MUFG Americas
New York
$4K +$3.61K +11 New
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