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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
776
First Trust Direct Indexing
Massachusetts
$314K +$9.75K +19 +3%
RIA
777
Regal Investment Advisors
Michigan
$312K -$85.7K -167 -23%
MAS
778
Meeder Advisory Services
Ohio
$311K +$6.67K +13 +2%
YIA
779
YHB Investment Advisors
Connecticut
$310K +$10.3K +20 +4%
EDRIA
780
Edmonds Duncan Registered Investment Advisors
Kansas
$309K -$12.8K -25 -4%
RFN
781
RDA Financial Network
Iowa
$308K -$513 -1 -0.2%
CAM
782
Carret Asset Management
New York
$301K – – –
WPC
783
Wedmont Private Capital
Pennsylvania
$301K +$49.8K +97 +21%
CCA
784
Checchi Capital Advisers
California
$301K -$9.24K -18 -3%
NHC
785
Nicholas Hoffman & Company
Georgia
$300K +$282K +550 New
QCM
786
Qsemble Capital Management
New York
$300K +$282K +550 New
SDIC
787
South Dakota Investment Council
South Dakota
$300K -$103K -200 -27%
TIM
788
Tevis Investment Management
Texas
$299K +$281K +548 New
CMBA
789
C.M. Bidwell & Associates
Hawaii
$296K -$50.3K -98 -15%
CWP
790
CFM Wealth Partners
Texas
$291K -$24.6K -48 -8%
CWP
791
Cyndeo Wealth Partners
Florida
$291K +$274K +534 New
VFA
792
Valeo Financial Advisors
Indiana
$285K -$72.4K -141 -21%
LNC
793
Lincoln National Corp
Pennsylvania
$283K +$24.6K +48 +10%
SCA
794
Sage Capital Advisors
South Dakota
$282K +$1.03K +2 +0.4%
PL
795
Perpetual Ltd
Australia
$280K +$264K +514 New
GKWIM
796
Gerber Kawasaki Wealth & Investment Management
California
$279K -$22.1K -43 -8%
STA
797
Summit Trail Advisors
New York
$277K +$26.2K +51 +11%
HWM
798
HB Wealth Management
Georgia
$276K +$260K +506 New
PWM
799
Perigon Wealth Management
California
$274K +$19.5K +38 +8%
RBCM
800
Raub Brock Capital Management
California
$273K – – –
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