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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
SGS
426
Sterling Global Strategies
California
$41.7K +$43.1K +3,488 New
LC
427
Lindbrook Capital
California
$41K +$43.3K +3,504 New
DWA
428
Dougherty Wealth Advisers
Minnesota
$39K +$37.1K +3,008 New
NWM
429
Northwest Wealth Management
Iowa
$36K +$4.99K +404 +16%
PFO
430
Pathstone Family Office
New Jersey
$36K +$36.9K +2,992 New
PAM
431
Paradigm Asset Management
New York
$35.8K -$116K -9,400 -76%
HIIFS
432
Harel Insurance Investments & Financial Services
Israel
$35K -$1.14K -92 -3%
PCP
433
Proficio Capital Partners
Massachusetts
$32K +$1.14K +92 +4%
PCTC
434
Perkins Coie Trust Company
Washington
$29K – – –
DWM
435
Doyle Wealth Management
Florida
$29K +$29.6K +2,400 New
GLI
436
Guardian Life Insurance
New York
$28K – – –
ASN
437
Advisory Services Network
Georgia
$28K +$938 +76 +3%
SLF
438
Sun Life Financial
Ontario, Canada
$27K -$99 -8 -0.4%
CIA
439
CSat Investment Advisory
Michigan
$25K +$14K +1,132 +120%
AF
440
Advisornet Financial
Minnesota
$24K – – –
KA
441
Kaizen Advisory
Illinois
$24K +$24.8K +2,012 New
PI
442
PEAK6 Investments
Illinois
$23K +$23.7K +1,920 New
LNB
443
Ledyard National Bank
$22K – – –
JA
444
JOYN Advisors
Georgia
$22K +$20.4K +1,648 +777%
CFA
445
Carroll Financial Associates
North Carolina
$21K +$14.7K +1,192 +204%
VFA
446
Valeo Financial Advisors
Indiana
$20K -$4.3K -348 -17%
GAM
447
Gemmer Asset Management
California
$20K – – –
CTC
448
Central Trust Company
Missouri
$19K -$117K -9,460 -86%
TWA
449
TCI Wealth Advisors
Arizona
$19K -$889 -72 -4%
BG
450
Bollard Group
Massachusetts
$19K – – –
16 17
18
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