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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
1026
Brown, Lisle/Cummings
Rhode Island
$12K – – –
TFA
1027
Transamerica Financial Advisors
Florida
$11.3K +$5.5K +10 +111%
DJSG
1028
D.J. St. Germain
Massachusetts
$10.9K – – –
SFG
1029
Strive Financial Group
Indiana
$10.9K +$9.89K +18 New
WETS
1030
Wealth Enhancement Trust Services
South Dakota
$10.9K +$9.89K +18 New
FFO
1031
Fortitude Family Office
Arizona
$10.3K – – –
ECA
1032
Elevated Capital Advisors
Utah
$10.3K +$9.35K +17 New
DI
1033
DAGCO Inc
Ohio
$9.68K – – –
CPG
1034
Cornerstone Planning Group
New Jersey
$9.57K -$322K -585 -98%
BONH
1035
Bank of New Hampshire
New Hampshire
$9.07K – – –
CIAS
1036
CBIZ Investment Advisory Services
Ohio
$9.07K – – –
NEWAS
1037
N.E.W. Advisory Services
Wisconsin
$9.07K – – –
BIM
1038
Bullseye Investment Management
Ohio
$9.07K +$8.25K +15 New
PCFFS
1039
Pacific Center for Financial Services
California
$8.75K – – –
PWMG
1040
Private Wealth Management Group
New Jersey
$8.47K -$1.65K -3 -18%
EWM
1041
Evermay Wealth Management
Virginia
$8.47K +$7.7K +14 New
GWSA
1042
Global Wealth Strategies & Associates
Colorado
$8.47K – – –
SWA
1043
SOA Wealth Advisors
New York
$7.87K – – –
ADL
1044
Asset Dedication LLC
California
$7.26K – – –
EWP
1045
Elevation Wealth Partners
California
$7.26K – – –
JGIA
1046
Jackson Grant Investment Advisers
Connecticut
$7.26K – – –
RWM
1047
Raffa Wealth Management
District of Columbia
$7.26K – – –
AW
1048
Ankerstar Wealth
Texas
$7.26K +$6.6K +12 New
B
1049
Bayban
Minnesota
$7.26K +$6.6K +12 New
FFA
1050
Frazier Financial Advisors
Ohio
$6.66K – – –
40 41
42
43 44