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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
651
Jackson Hole Capital Partners
Oklahoma
$495K – – –
AWAU
652
Alliance Wealth Advisors (Utah)
Utah
$493K -$59.4K -1,432 -12%
KPWS
653
Kestra Private Wealth Services
Texas
$492K -$9.7K -234 -2%
IAA
654
Independent Advisor Alliance
North Carolina
$491K +$6.3K +152 +1%
SC
655
Sepio Capital
Utah
$487K -$26.4K -636 -6%
FTDI
656
First Trust Direct Indexing
Massachusetts
$480K +$54.6K +1,318 +14%
KIA
657
KLR Investment Advisors
Rhode Island
$479K -$196K -4,718 -31%
CI
658
Cigna Investments
Connecticut
$478K +$1.24K +30 +0.3%
CP
659
Covenant Partners
Tennessee
$477K -$59K -1,422 -12%
LPT
660
Legacy Private Trust
Wisconsin
$476K -$400K -9,640 -48%
IWC
661
Integrated Wealth Concepts
Massachusetts
$473K +$20.1K +486 +5%
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$468K +$6.05K +146 +1%
HFM
663
Harvest Fund Management
China
$468K +$187K +4,516 +78%
TPCW
664
TD Private Client Wealth
New York
$465K -$60.7K -1,464 -13%
OCBCO
665
Oversea-Chinese Banking Corp (OCBC)
Singapore
$465K +$422K +10,188 New
NHC
666
Nicholas Hoffman & Company
Georgia
$464K -$4.23K -102 -1%
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$461K +$409K +9,870 +4,012%
RIA
668
Regal Investment Advisors
Michigan
$459K -$68.1K -1,642 -14%
OWA
669
Octavia Wealth Advisors
Ohio
$458K – – –
SEC
670
Seven Eight Capital
New York
$456K +$415K +10,004 New
ME
671
McIlrath & Eck
Washington
$451K -$33.5K -808 -8%
WSTAM
672
Wilbanks Smith & Thomas Asset Management
Virginia
$447K -$19.7K -474 -5%
MYAM
673
Meiji Yasuda Asset Management
Japan
$446K +$73.8K +1,780 +22%
BL
674
Balentine LLC
Georgia
$441K +$39.2K +946 +11%
MNBTD
675
Moody National Bank Trust Division
Texas
$438K – – –
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