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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
651
Balentine LLC
Georgia
$268K +$264K +8,810 New
JCM
652
J2 Capital Management
Michigan
$268K +$6.65K +222 +3%
MLL
653
Moody Lynn & Lieberson
Massachusetts
$258K – – –
GLA
654
Great Lakes Advisors
Illinois
$258K +$8.32K +278 +3%
CNC
655
Canandaigua National Corp
New York
$251K +$3.83K +128 +2%
CMBA
656
C.M. Bidwell & Associates
Hawaii
$251K -$27.2K -908 -10%
LA
657
Legacy Advisors
Pennsylvania
$250K +$5.03K +168 +2%
MAS
658
Meeder Advisory Services
Ohio
$250K +$246K +8,216 New
FWM
659
FFT Wealth Management
Pennsylvania
$250K +$245K +8,198 New
EGM
660
Engineers Gate Manager
New York
$249K -$1.95M -65,200 -89%
BFA
661
Beaumont Financial Advisors
Massachusetts
$248K +$60 +2 +0%
CT
662
Clearstead Trust
Maine
$247K +$40.2K +1,342 +20%
VI
663
Versor Investments
New York
$246K +$242K +8,086 New
FHA
664
First Horizon Advisors
Tennessee
$246K -$90.8K -3,032 -27%
CS
665
Comerica Securities
Michigan
$246K -$8.02K -268 -3%
RCAG
666
Rehmann Capital Advisory Group
Michigan
$245K +$17.2K +574 +8%
RP
667
Rice Partnership
Hawaii
$245K – – –
WEG
668
World Equity Group
Illinois
$244K +$240K +8,012 New
SFS
669
Stiles Financial Services
Minnesota
$244K -$15.6K -520 -6%
PFP
670
Paragon Financial Partners
California
$244K – – –
MCC
671
Money Concepts Capital
Florida
$243K -$5.27K -176 -2%
DCM
672
Donaldson Capital Management
Indiana
$243K -$17.2K -574 -7%
CGL
673
Clarius Group LLC
Washington
$242K +$299 +10 +0.1%
RTC
674
Riverview Trust Company
Washington
$242K +$28K +936 +13%
SVWAG
675
Sound View Wealth Advisors Group
Georgia
$242K +$296K +9,872 New
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