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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
676
Boston Family Office
Massachusetts
$235K – – –
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$235K +$10.2K +276 +5%
GDP
678
Great Diamond Partners
Maine
$233K -$94.6K -2,548 -29%
PHK
679
Point72 Hong Kong
Hong Kong
$232K +$175K +4,716 +338%
WANY
680
Wealthspire Advisors (New York)
New York
$228K +$223K +6,016 New
MC
681
Machina Capital
France
$226K -$105K -2,832 -32%
GLLW
682
Graves Light Lenhart Wealth
Virginia
$226K – – –
PCFFS
683
Pacific Center for Financial Services
California
$224K – – –
MYLI
684
Meiji Yasuda Life Insurance
Japan
$223K -$367K -9,888 -63%
FA
685
Faithward Advisors
Pennsylvania
$221K -$273K -7,344 -56%
APA
686
Astoria Portfolio Advisors
New York
$221K +$216K +5,824 New
EN1L
687
Engine No 1 LLC
California
$221K +$217K +5,836 New
DWT
688
Dorsey & Whitney Trust
South Dakota
$219K +$217K +5,844 New
KIG
689
Kowal Investment Group
Wisconsin
$217K +$22.7K +612 +12%
CL
690
CPWM LLC
Washington
$212K – – –
ARC
691
Advisor Resource Council
Texas
$212K +$208K +5,600 New
FFM
692
Forum Financial Management
Illinois
$212K +$208K +5,600 New
WA
693
WESPAC Advisors
California
$212K +$208K +5,600 New
RWM
694
RBA Wealth Management
California
$211K +$206K +5,556 New
GT
695
Glenmede Trust
Pennsylvania
$211K +$207K +5,576 New
HH
696
Hilltop Holdings
Texas
$211K +$207K +5,576 New
CTC
697
Central Trust Company
Missouri
$210K +$1.04K +28 +0.5%
KCPG
698
Kavar Capital Partners Group
Kansas
$205K +$200K +5,400 New
TIA
699
Tiemann Investment Advisors
California
$204K +$200K +5,388 New
CA
700
Cetera Advisors
Colorado
$201K +$197K +5,316 New
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