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Ulta Beauty
ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
751
Atomi Financial Group
New York
$291K +$272K +531 New
BAM
752
Belpointe Asset Management
Nevada
$289K -$108K -210 -28%
WT
753
Whittier Trust
California
$288K -$88.6K -173 -25%
WWC
754
Waypoint Wealth Counsel
Georgia
$288K +$512 +1 +0.2%
SCA
755
Snowden Capital Advisors
New York
$285K -$3.59K -7 -1%
PPW
756
Parcion Private Wealth
Washington
$285K +$1.54K +3 +0.6%
MT
757
Midwest Trust
Kansas
$283K -$6.66K -13 -2%
ECM
758
Evergreen Capital Management
Washington
$282K -$2.05K -4 -0.8%
MAS
759
Meeder Advisory Services
Ohio
$282K -$7.69K -15 -3%
BEI
760
Benjamin Edwards Inc
Missouri
$281K -$44.1K -86 -14%
NEI
761
Northwest & Ethical Investments
Ontario, Canada
$278K – – –
IA
762
IFG Advisors
Missouri
$274K – – –
CI
763
Corient IA
Florida
$273K – – –
TC
764
TownSquare Capital
Utah
$272K -$77.9K -152 -23%
BB
765
Berkshire Bank
Massachusetts
$269K – – –
CCA
766
Checchi Capital Advisers
California
$268K -$28.2K -55 -10%
FWA
767
FSM Wealth Advisors
Ohio
$267K +$4.1K +8 +2%
SWP
768
Sagespring Wealth Partners
Tennessee
$266K +$250K +487 New
EB
769
Eastern Bank
Massachusetts
$265K -$53.3K -104 -18%
CC
770
Courier Capital
New York
$265K – – –
DWT
771
Dorsey & Whitney Trust
South Dakota
$264K -$235K -458 -49%
JWM
772
Jessup Wealth Management
Ohio
$262K – – –
ECM
773
Everence Capital Management
Indiana
$261K -$11.3K -22 -4%
MCM
774
Manchester Capital Management
Vermont
$261K +$164K +320 +204%
MWM
775
Mission Wealth Management
California
$260K -$2.05K -4 -0.8%
29 30
31
32 33