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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
626
Wahed Invest
New York
$411K +$2.92K +86 +0.8%
SM
627
STF Management
Texas
$408K +$369K +10,852 New
JHCP
628
Jackson Hole Capital Partners
Oklahoma
$408K +$369K +10,844 New
ME
629
McIlrath & Eck
Washington
$402K +$35.8K +1,052 +11%
IAA
630
Independent Advisor Alliance
North Carolina
$399K +$361K +10,618 New
FCP
631
Fidelis Capital Partners
Florida
$394K +$339K +9,978 New
CI
632
Cigna Investments
Connecticut
$393K -$8.57K -252 -2%
FMAEN1
633
Fund Management at Engine No 1
California
$391K +$32.8K +964 +10%
WSTAM
634
Wilbanks Smith & Thomas Asset Management
Virginia
$387K -$24K -706 -6%
NHC
635
Nicholas Hoffman & Company
Georgia
$387K -$58.6K -1,722 -14%
PWPS
636
Pinnacle Wealth Planning Services
Ohio
$381K +$20K +588 +6%
EFM
637
E Fund Management
China
$379K -$22.4K -658 -6%
OWA
638
Octavia Wealth Advisors
Ohio
$377K – – –
WCF
639
West Coast Financial
California
$375K -$5.78K -170 -2%
LOAMU
640
Lombard Odier Asset Management (USA)
New York
$374K +$338K +9,940 New
IWC
641
Integrated Wealth Concepts
Massachusetts
$372K +$91.3K +2,686 +37%
SAM
642
Silvercrest Asset Management
New York
$368K +$332K +9,776 New
LWAM
643
Legacy Wealth Asset Management
Minnesota
$364K -$4.62K -136 -1%
MNBTD
644
Moody National Bank Trust Division
Texas
$361K – – –
EFSCE
645
Enterprise Financial Services Corp (EFSC)
Missouri
$360K +$1.16K +34 +0.4%
BFO
646
Biltmore Family Office
North Carolina
$358K +$100K +2,942 +45%
EVM
647
Evelyn V. Moreno
$354K -$425K -12,496 -57%
YMRC
648
Yorktown Management & Research Company
Virginia
$353K – – –
ETIA
649
Epic Trust Investment Advisors
Washington
$351K -$171K -5,028 -35%
BAMF
650
BI Asset Management Fondsmaeglerselskab
Denmark
$350K -$4.22K -124 -1%
24 25
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