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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
551
UMB Bank
Missouri
$438K +$58K +2,036 +14%
EWA
552
Encompass Wealth Advisors
Oregon
$435K – – –
GF
553
Gries Financial
Ohio
$435K – – –
KPWS
554
Kestra Private Wealth Services
Texas
$434K -$1.71K -60 -0.4%
YIH
555
Y-Intercept (HK)
Hong Kong
$429K +$450K +15,808 New
S
556
SignatureFD
Georgia
$428K +$146K +5,136 +48%
LJAC
557
L.J. Altfest & Co
New York
$428K +$448K +15,740 New
MC
558
Montag & Caldwell
Georgia
$427K -$398K -13,988 -47%
CAL
559
Capital Analysts LLC
Pennsylvania
$419K +$7.4K +260 +2%
DBRC
560
D.B. Root & Company
Pennsylvania
$414K -$1.14K -40 -0.3%
RJT
561
Raymond James Trust
Florida
$414K +$10.9K +384 +3%
CIA
562
Capital Impact Advisors
Massachusetts
$412K -$77.9K -2,736 -15%
YIA
563
YHB Investment Advisors
Connecticut
$411K +$62.3K +2,188 +17%
MGP
564
Metis Global Partners
California
$409K +$44.1K +1,548 +11%
CAM
565
Cresset Asset Management
Illinois
$407K -$194K -6,828 -31%
CTA
566
Chesley Taft & Associates
Illinois
$402K +$73.4K +2,580 +21%
HWMA
567
Heritage Wealth Management (Arizona)
Arizona
$401K +$63.9K +2,244 +18%
GLA
568
Great Lakes Advisors
Illinois
$394K -$36.2K -1,272 -8%
WSTAM
569
Wilbanks Smith & Thomas Asset Management
Virginia
$390K +$6.15K +216 +2%
MPPW
570
Mitchell & Pahl Private Wealth
Oklahoma
$390K +$60.9K +2,140 +18%
ST
571
Smithfield Trust
Pennsylvania
$389K – – –
CP
572
Covenant Partners
Tennessee
$382K – – –
BJL
573
Brighton Jones LLC
Washington
$376K +$33.1K +1,164 +9%
GI
574
GAMCO Investors
Connecticut
$375K +$82.5K +2,900 +27%
SIM
575
Studio Investment Management
Illinois
$369K +$41.8K +1,468 +12%
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