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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
901
Physician Wealth Advisors
Utah
$11.3K -$1.01K -2 -7%
AF
902
Alerus Financial
North Dakota
$11.3K – – –
ACA
903
American Capital Advisory
Idaho
$11.3K – – –
OW
904
Olistico Wealth
Oklahoma
$11.3K – – –
FMP
905
Financial Management Professionals
Texas
$11.3K +$1.01K +2 +9%
WA
906
WPG Advisers
Maryland
$10.8K +$508 +1 +4%
KFI
907
Key Financial Inc
Pennsylvania
$8.57K – – –
DJSG
908
D.J. St. Germain
Massachusetts
$8.12K – – –
WETS
909
Wealth Enhancement Trust Services
South Dakota
$8.12K – – –
3FI
910
3 Factor Indexing
California
$7.67K -$3.05K -6 -26%
ECA
911
Elevated Capital Advisors
Utah
$7.67K – – –
JGIA
912
Jackson Grant Investment Advisers
Connecticut
$7.67K +$2.54K +5 +42%
CMA
913
Cedar Mountain Advisors
Oregon
$7.22K – – –
PCFFS
914
Pacific Center for Financial Services
California
$7.22K – – –
HWP
915
Highline Wealth Partners
California
$7.22K +$6.09K +12 +300%
WTC
916
WhitTier Trust Company
Nevada
$6.81K -$508 -1 -6%
NEWAS
917
N.E.W. Advisory Services
Wisconsin
$6.76K – – –
TM
918
Torren Management
California
$6.76K – – –
EWM
919
Evermay Wealth Management
Virginia
$6.31K – – –
PWMG
920
Private Wealth Management Group
New Jersey
$6.31K – – –
RWM
921
Raffa Wealth Management
District of Columbia
$6.31K +$1.01K +2 +17%
S
922
Sachetta
Massachusetts
$6.31K +$4.06K +8 +133%
SRCM
923
Signature Resources Capital Management
California
$5.86K – – –
SWA
924
SOA Wealth Advisors
New York
$5.86K – – –
SGFG
925
Silver Grove Financial Group
New York
$5.86K +$6.6K +13 New
35 36
37
38 39