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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
576
D.B. Root & Company
Pennsylvania
$436K -$28K -934 -6%
ST
577
Smithfield Trust
Pennsylvania
$434K -$1.2K -40 -0.3%
CP
578
Covenant Partners
Tennessee
$429K – – –
CAM
579
Cresset Asset Management
Illinois
$427K +$16.3K +546 +4%
SFA
580
Sequoia Financial Advisors
Ohio
$426K +$419K +13,984 New
SIM
581
Studio Investment Management
Illinois
$426K +$15.4K +514 +4%
GI
582
GAMCO Investors
Connecticut
$423K +$1.8K +60 +0.4%
BCM
583
Buckhead Capital Management
Georgia
$421K -$447K -14,920 -52%
AWM
584
AE Wealth Management
Kansas
$421K +$4.37K +146 +1%
DC
585
Davenport & Co
Virginia
$405K +$30K +1,002 +8%
JIC
586
Johnson Investment Counsel
Ohio
$403K +$23K +768 +6%
WA
587
Wealth Alliance
New York
$403K +$67.4K +2,252 +20%
WPC
588
Wedmont Private Capital
Pennsylvania
$402K +$158K +5,278 +69%
CT
589
Chicago Trust
Illinois
$402K – – –
RIA
590
Regal Investment Advisors
Michigan
$400K +$14K +466 +4%
AWS
591
Atria Wealth Solutions
New York
$400K -$86.2K -2,880 -18%
HNB
592
Huntington National Bank
Ohio
$392K -$42.9K -1,432 -10%
BCV
593
Banque Cantonale Vaudoise
Switzerland
$390K – – –
YIA
594
YHB Investment Advisors
Connecticut
$381K -$77.8K -2,600 -17%
SW
595
SVB Wealth
Massachusetts
$376K +$9.04K +302 +3%
SS
596
Simplicity Solutions
Minnesota
$370K +$78.1K +2,610 +27%
AWAU
597
Alliance Wealth Advisors (Utah)
Utah
$367K +$360K +12,040 New
NHC
598
Nicholas Hoffman & Company
Georgia
$365K +$6.47K +216 +2%
WA
599
Wambolt & Associates
Colorado
$364K -$4.43K -148 -1%
HWM
600
HB Wealth Management
Georgia
$360K +$354K +11,838 New
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