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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
851
TrustCore Financial Services
Tennessee
$10K – – –
AWM
852
AllSquare Wealth Management
New York
$10K +$10.3K +26 New
CFN
853
Cordasco Financial Network
Florida
$9K – – –
TCWA
854
Ten Capital Wealth Advisors
Washington
$8K – – –
DI
855
Disciplined Investments
Oklahoma
$8K +$795 +2 +11%
SC
856
Schubert & Co
Texas
$8K +$5.17K +13 +163%
EWM
857
Evermay Wealth Management
Virginia
$8K +$7.95K +20 New
MCM
858
MV Capital Management
Maryland
$7K -$397 -1 -5%
HCP
859
Hexagon Capital Partners
Arkansas
$7K +$795 +2 +13%
ETI
860
Enterprise Trust & Investment
California
$7K +$6.76K +17 New
EW
861
Evoke Wealth
California
$6K -$180K -453 -97%
AWM
862
Atticus Wealth Management
Florida
$6K -$1.19K -3 -17%
GLLW
863
Graves Light Lenhart Wealth
Virginia
$6K – – –
EWA
864
EverSource Wealth Advisors
Alabama
$6K +$795 +2 +14%
RG
865
Retirement Group
California
$6K +$1.99K +5 +45%
SWA
866
SOA Wealth Advisors
New York
$5K -$397 -1 -7%
FMP
867
Financial Management Professionals
Texas
$5K – – –
SCA
868
Stonebridge Capital Advisors
Minnesota
$5K – – –
SCA
869
Stuart Chaussee & Associates
California
$5K – – –
HFS
870
Heritage Financial Services
Massachusetts
$5K +$5.17K +13 New
MCA
871
Maryland Capital Advisors
Maryland
$5K +$5.17K +13 New
SFG
872
Steward Financial Group
Texas
$5K +$5.96K +15 New
RWM
873
Raffa Wealth Management
District of Columbia
$4.24K +$1.99K +5 +83%
GKIM
874
GW&K Investment Management
Massachusetts
$4K – – –
BWL
875
Bogart Wealth LLC
Virginia
$4K +$3.97K +10 New
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