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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
576
Greenleaf Trust
Michigan
$1.05M +$99.2K +1,929 +12%
SWS
577
SYSTM Wealth Solutions
Illinois
$1.05M +$19.5K +380 +2%
UFF
578
USA Financial Formulas
Michigan
$1.05M -$1.71M -33,161 -65%
PPWP
579
Premier Path Wealth Partners
New Jersey
$1.03M -$43.8K -852 -5%
TPCW
580
TD Private Client Wealth
New York
$1.03M +$49.8K +968 +6%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$1.02M +$11.2K +218 +1%
VI
582
Versor Investments
New York
$1.02M +$111K +2,159 +14%
DC
583
Davenport & Co
Virginia
$1.01M +$32.9K +639 +4%
HWAM
584
Hennion & Walsh Asset Management
New Jersey
$1.01M +$331K +6,428 +58%
HWM
585
HB Wealth Management
Georgia
$1.01M +$15K +291 +2%
LA
586
LBP AM
France
$1.01M +$894K +17,396 New
BFG
587
Bleakley Financial Group
New Jersey
$1M +$22.4K +436 +3%
FTDI
588
First Trust Direct Indexing
Massachusetts
$1M +$148K +2,871 +20%
SW
589
Simplicity Wealth
New Jersey
$995K +$883K +17,176 New
CCG
590
Chatham Capital Group
Georgia
$987K – – –
PFG
591
PAX Financial Group
Texas
$987K -$49.4K -961 -5%
S
592
SignatureFD
Georgia
$975K +$33.2K +645 +4%
RFN
593
RDA Financial Network
Iowa
$969K +$230K +4,476 +37%
WPC
594
Wedmont Private Capital
Pennsylvania
$952K +$12.5K +243 +1%
NAS
595
Nicolet Advisory Services
Wisconsin
$949K +$235K +4,578 +38%
TW
596
TritonPoint Wealth
Maryland
$944K -$58.1K -1,129 -6%
CTA
597
Chesley Taft & Associates
Illinois
$931K +$35K +680 +4%
BIG
598
Builder Investment Group
Georgia
$927K – – –
SM
599
STF Management
Texas
$925K -$13.6K -265 -2%
LJAC
600
L.J. Altfest & Co
New York
$919K +$85.7K +1,667 +12%
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