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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
551
Atria Wealth Solutions
New York
$995K +$182K +3,844 +23%
RB
552
Rodgers Brothers
Pennsylvania
$995K – – –
IEFM
553
IQ EQ Fund Management
Ireland
$994K +$958K +20,286 New
FNBOH
554
First National Bank of Hutchinson
Kansas
$988K – – –
IMCOOI
555
Investment Management Corp of Ontario (IMCO)
Canada
$985K +$950K +20,103 New
EWA
556
Encompass Wealth Advisors
Oregon
$980K – – –
MPPW
557
Mitchell & Pahl Private Wealth
Oklahoma
$959K -$13.1K -278 -1%
BS
558
Banco Santander
Spain
$958K – – –
OWA
559
One Wealth Advisors
California
$952K +$4.58K +97 +0.5%
TW
560
TritonPoint Wealth
Maryland
$949K +$915K +19,377 New
MA
561
Mutual Advisors
Nebraska
$948K -$34.3K -726 -4%
GCC
562
Guardian Capital (Canada)
Ontario, Canada
$941K – – –
DPAM
563
Degroof Petercam Asset Management
Belgium
$941K +$907K +19,200 New
AFG
564
Atomi Financial Group
New York
$940K +$625K +13,224 +222%
SAM
565
Sompo Asset Management
Japan
$934K +$901K +19,070 New
AWA
566
Alta Wealth Advisors
Massachusetts
$931K +$23.6K +500 +3%
SAI
567
Systematic Alpha Investments
New Jersey
$930K – – –
AIM
568
Avity Investment Management
Connecticut
$921K – – –
SP
569
Symmetry Partners
Connecticut
$920K -$224K -4,738 -20%
PFG
570
PAX Financial Group
Texas
$917K -$84.6K -1,790 -9%
AI
571
AXS Investments
New York
$915K -$66.9K -1,417 -7%
CF
572
Centaurus Financial
California
$914K -$40.2K -850 -4%
PPWP
573
Premier Path Wealth Partners
New Jersey
$913K +$880K +18,629 New
RFC
574
Regions Financial Corp
Alabama
$913K -$6.99K -148 -0.8%
FI
575
FJ Investments
Utah
$909K +$876K +18,552 New
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