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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
651
MGO One Seven
Ohio
$691K -$116K -2,247 -16%
SAM
652
Strategy Asset Managers
California
$690K +$612K +11,905 New
SPA
653
Sherbrooke Park Advisers
New York
$686K +$37.4K +728 +7%
SW
654
SVB Wealth
Massachusetts
$684K -$18.2K -354 -3%
OAM
655
Ostrum Asset Management
France
$684K – – –
CG
656
Cynosure Group
Utah
$680K -$2.34M -45,563 -80%
BL
657
Balentine LLC
Georgia
$678K -$10.4K -203 -2%
CB
658
CNB Bank
Pennsylvania
$670K +$104K +2,029 +21%
BA
659
Bridgewater Associates
Connecticut
$666K -$6.27M -121,952 -91%
CAG
660
Crestwood Advisors Group
Massachusetts
$661K -$17K -330 -3%
GT
661
Glenview Trust
Kentucky
$653K +$196K +3,811 +51%
SOS
662
Silver Oak Securities
Tennessee
$652K +$63K +1,226 +12%
TG
663
TCW Group
California
$649K -$99K -1,925 -15%
HBT
664
Hills Bank & Trust
Iowa
$644K -$463 -9 -0.1%
EP
665
Edgestream Partners
New Jersey
$644K +$572K +11,125 New
HTC
666
Haverford Trust Company
Pennsylvania
$643K -$171K -3,335 -23%
P
667
Pitcairn
Pennsylvania
$631K +$110K +2,143 +25%
DP
668
DDD Partners
Washington
$616K – – –
IAA
669
Independent Advisor Alliance
North Carolina
$613K -$12.7K -247 -2%
MAS
670
Meeder Advisory Services
Ohio
$609K +$33.7K +655 +7%
CP
671
Covenant Partners
Tennessee
$606K – – –
LCGC
672
Legacy Capital Group California
California
$604K -$9.92K -193 -2%
EWA
673
EP Wealth Advisors
California
$602K +$83K +1,614 +18%
M
674
MOTCO
Texas
$602K +$526K +10,224 +6,086%
HA
675
Harfst & Associates
Wyoming
$600K -$27.5K -534 -5%
25 26
27
28 29