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ULTA

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1026
Transamerica Financial Advisors
Florida
$11.3K +$5.5K +10 +111%
DJSG
1027
D.J. St. Germain
Massachusetts
$10.9K – – –
SFG
1028
Strive Financial Group
Indiana
$10.9K +$9.89K +18 New
WETS
1029
Wealth Enhancement Trust Services
South Dakota
$10.9K +$9.89K +18 New
FFO
1030
Fortitude Family Office
Arizona
$10.3K – – –
ECA
1031
Elevated Capital Advisors
Utah
$10.3K +$9.35K +17 New
DI
1032
DAGCO Inc
Ohio
$9.68K – – –
CPG
1033
Cornerstone Planning Group
New Jersey
$9.57K -$322K -585 -98%
BONH
1034
Bank of New Hampshire
New Hampshire
$9.07K – – –
CIAS
1035
CBIZ Investment Advisory Services
Ohio
$9.07K – – –
NEWAS
1036
N.E.W. Advisory Services
Wisconsin
$9.07K – – –
PCFFS
1037
Pacific Center for Financial Services
California
$8.75K – – –
PWMG
1038
Private Wealth Management Group
New Jersey
$8.47K -$1.65K -3 -18%
EWM
1039
Evermay Wealth Management
Virginia
$8.47K +$7.7K +14 New
GWSA
1040
Global Wealth Strategies & Associates
Colorado
$8.47K – – –
SWA
1041
SOA Wealth Advisors
New York
$7.87K – – –
ADL
1042
Asset Dedication LLC
California
$7.26K – – –
EWP
1043
Elevation Wealth Partners
California
$7.26K – – –
JGIA
1044
Jackson Grant Investment Advisers
Connecticut
$7.26K – – –
RWM
1045
Raffa Wealth Management
District of Columbia
$7.26K – – –
AW
1046
Ankerstar Wealth
Texas
$7.26K +$6.6K +12 New
B
1047
Bayban
Minnesota
$7.26K +$6.6K +12 New
FFA
1048
Frazier Financial Advisors
Ohio
$6.66K – – –
RWS
1049
Retirement Wealth Solutions
Wisconsin
$6.66K – – –
CWM
1050
Cedar Wealth Management
California
$6.66K +$6.05K +11 New
40 41
42
43 44