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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
751
Prelude Capital Management
New York
$293K +$356K +560 New
SG
752
StoneX Group
New York
$290K +$354K +556 New
PFG
753
PAX Financial Group
Texas
$290K +$352K +554 New
7WCP
754
71 West Capital Partners
Massachusetts
$289K +$352K +553 New
PPW
755
Parcion Private Wealth
Washington
$289K +$21K +33 +6%
RFN
756
RDA Financial Network
Iowa
$287K – – –
MFA
757
Mayflower Financial Advisors
Massachusetts
$285K +$9.54K +15 +3%
PFT
758
Providence First Trust
Arizona
$282K -$28.6K -45 -8%
FFA
759
Fi3 Financial Advisors
Indiana
$282K +$343K +540 New
MAS
760
Meeder Advisory Services
Ohio
$282K -$636 -1 -0.2%
GSWM
761
Golden State Wealth Management
California
$281K – – –
PP
762
Paladin Partners
Wisconsin
$277K – – –
OAM
763
Oxford Asset Management
United Kingdom
$277K +$336K +529 New
TAM
764
Trust Asset Management
Texas
$274K – – –
DWT
765
Dorsey & Whitney Trust
South Dakota
$274K +$19.1K +30 +6%
WFP
766
Worthington Financial Partners
Ohio
$271K -$333K -523 -50%
TCIIS
767
TIAA-CREF Individual & Institutional Services
New York
$270K +$329K +517 New
WWC
768
Waypoint Wealth Counsel
Georgia
$267K -$8.9K -14 -3%
TCA
769
Transcend Capital Advisors
New Jersey
$267K +$71.9K +113 +28%
SWA
770
SFMG Wealth Advisors
Texas
$266K – – –
DWM
771
Ducere Wealth Management
California
$263K -$253K -398 -44%
MT
772
Midwest Trust
Kansas
$263K -$7K -11 -2%
CFM
773
Catalyst Funds Management
Australia
$263K +$321K +504 New
WT
774
Whittier Trust
California
$263K -$20.4K -32 -6%
PA
775
Procyon Advisors
Connecticut
$263K -$115K -181 -26%
29 30
31
32 33