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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
876
Boreal Capital Management
Florida
$214K -$140K -254 Closed
TC
877
Truvestments Capital
Florida
$212K -$33.5K -61 -15%
AF
878
Advisornet Financial
Minnesota
$211K +$3.3K +6 +2%
PWA
879
Pitcairn Wealth Advisors
Pennsylvania
$207K +$188K +342 New
CA
880
Commerzbank Aktiengesellschaft
Germany
$206K +$187K +340 New
DADC
881
D.A. Davidson & Co
Montana
$206K +$187K +340 New
BIG
882
Brookwood Investment Group
Arizona
$205K +$186K +339 New
ZBNA
883
Zions Bancorporation, National Association
Utah
$204K +$132K +240 +247%
SMA
884
Seven Mile Advisory
New Jersey
$203K +$185K +336 New
WA
885
Waddell & Associates
Tennessee
$203K +$185K +336 New
JCFM
886
JBR Co Financial Management
Oklahoma
$203K +$184K +335 New
PP
887
PDS Planning
Ohio
$203K +$184K +335 New
SRL
888
Scientech Research LLC
New Jersey
$202K +$184K +334 New
HCM
889
Howard Capital Management
Georgia
$201K +$183K +333 New
JIC
890
Joel Isaacson & Co
New York
$201K +$183K +333 New
AA
891
Advisory Alpha
Michigan
$201K +$183K +332 New
GITFIT
892
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$182K -$22K -40 -12%
TWD
893
True Wealth Design
Ohio
$166K -$4.4K -8 -3%
VCMGDR
894
Vinland Capital Management Gestora de Recursos
Brazil
$163K +$148K +269 New
LB
895
Legacy Bridge
Iowa
$160K – – –
MPWT
896
MassMutual Private Wealth & Trust
Connecticut
$160K +$9.35K +17 +7%
CAM
897
Costello Asset Management
Pennsylvania
$158K +$88.5K +161 +161%
PL
898
PeakShares LLC
Florida
$158K +$143K +261 New
NL
899
NKCFO LLC
Illinois
$157K – – –
DFA
900
DHJJ Financial Advisors
Illinois
$155K -$1.1K -2 -0.8%
34 35
36
37 38