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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
576
Smithfield Trust
Pennsylvania
$434K -$1.2K -40 -0.3%
CP
577
Covenant Partners
Tennessee
$429K – – –
CAM
578
Cresset Asset Management
Illinois
$427K +$16.3K +546 +4%
SFA
579
Sequoia Financial Advisors
Ohio
$426K +$419K +13,984 New
SIM
580
Studio Investment Management
Illinois
$426K +$15.4K +514 +4%
GI
581
GAMCO Investors
Connecticut
$423K +$1.8K +60 +0.4%
BCM
582
Buckhead Capital Management
Georgia
$421K -$447K -14,920 -52%
AWM
583
AE Wealth Management
Kansas
$421K +$4.37K +146 +1%
DC
584
Davenport & Co
Virginia
$405K +$30K +1,002 +8%
JIC
585
Johnson Investment Counsel
Ohio
$403K +$23K +768 +6%
WA
586
Wealth Alliance
New York
$403K +$67.4K +2,252 +20%
WPC
587
Wedmont Private Capital
Pennsylvania
$402K +$158K +5,278 +69%
CT
588
Chicago Trust
Illinois
$402K – – –
RIA
589
Regal Investment Advisors
Michigan
$400K +$14K +466 +4%
AWS
590
Atria Wealth Solutions
New York
$400K -$86.2K -2,880 -18%
HNB
591
Huntington National Bank
Ohio
$392K -$42.9K -1,432 -10%
BCV
592
Banque Cantonale Vaudoise
Switzerland
$390K – – –
YIA
593
YHB Investment Advisors
Connecticut
$381K -$77.8K -2,600 -17%
SW
594
SVB Wealth
Massachusetts
$376K +$9.04K +302 +3%
SS
595
Simplicity Solutions
Minnesota
$370K +$78.1K +2,610 +27%
AWAU
596
Alliance Wealth Advisors (Utah)
Utah
$367K +$360K +12,040 New
NHC
597
Nicholas Hoffman & Company
Georgia
$365K +$6.47K +216 +2%
WA
598
Wambolt & Associates
Colorado
$364K -$4.43K -148 -1%
HWM
599
HB Wealth Management
Georgia
$360K +$354K +11,838 New
JSL
600
JT Stratford LLC
Georgia
$360K +$12.1K +404 +4%
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