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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
751
Global Retirement Partners
California
$359K +$21.4K +39 +7%
SWP
752
Stratos Wealth Partners
Ohio
$356K +$1.1K +2 +0.3%
PFT
753
Providence First Trust
Arizona
$354K +$322K +585 New
VF
754
Virtu Financial
New York
$353K +$322K +585 New
OWA
755
Octavia Wealth Advisors
Ohio
$353K -$218K -397 -41%
BWP
756
Balboa Wealth Partners
Arizona
$352K – – –
TIA
757
Traphagen Investment Advisors
New Jersey
$351K -$11.5K -21 -3%
FSA
758
Fort Sheridan Advisors
Illinois
$347K – – –
AWA
759
Arkadios Wealth Advisors
Georgia
$346K +$314K +572 New
S
760
SignatureFD
Georgia
$337K +$1.65K +3 +0.5%
WT
761
Whittier Trust
California
$336K -$550 -1 -0.2%
AF
762
Allworth Financial
California
$336K +$11.5K +21 +4%
RFN
763
RDA Financial Network
Iowa
$332K -$1.1K -2 -0.4%
OC
764
Oarsman Capital
Wisconsin
$331K +$4.95K +9 +2%
CWG
765
Cornerstone Wealth Group
North Carolina
$329K +$77.5K +141 +35%
AWM
766
Avaii Wealth Management
Wisconsin
$328K -$23.1K -42 -7%
WFI
767
West Family Investments
California
$327K – – –
MAS
768
Meeder Advisory Services
Ohio
$327K +$13.7K +25 +5%
PA
769
ProCore Advisors
California
$326K +$296K +539 New
GSWM
770
Golden State Wealth Management
California
$325K +$1.1K +2 +0.4%
MFA
771
Mayflower Financial Advisors
Massachusetts
$321K -$17K -31 -6%
PP
772
Paladin Partners
Wisconsin
$321K +$291K +530 New
DAS
773
Diversify Advisory Services
Utah
$319K -$1.1K -2 -0.4%
WH
774
Wallace Hart
Kentucky
$318K +$289K +526 New
WWC
775
Waypoint Wealth Counsel
Georgia
$318K -$550 -1 -0.2%
29 30
31
32 33