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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
676
Evolve Private Wealth
California
$575K +$609K +14,692 New
FCP
677
Fidelis Capital Partners
Florida
$571K -$14K -337 -2%
SPC
678
Sigma Planning Corp
Michigan
$566K +$7.92K +191 +1%
GGS
679
Galvin Gaustad & Stein
Arizona
$562K -$8.94M -215,711 -94%
BCM
680
Bayesian Capital Management
New York
$559K +$593K +14,290 New
LJAC
681
L.J. Altfest & Co
New York
$558K -$79.1K -1,908 -12%
HBT
682
Hills Bank & Trust
Iowa
$556K -$378K -9,118 -39%
TPCW
683
TD Private Client Wealth
New York
$551K -$112K -2,707 -16%
RWP
684
RWA Wealth Partners
Massachusetts
$548K – – –
GCIA
685
Gabelli & Co Investment Advisers
New York
$548K – – –
BCV
686
Banque Cantonale Vaudoise
Switzerland
$548K -$100K -2,419 -15%
VSQM
687
V-Square Quantitative Management
Illinois
$545K -$44.7K -1,079 -7%
VAS
688
Vestmark Advisory Solutions
Massachusetts
$544K +$322K +7,758 +126%
CAG
689
Cypress Advisory Group
Arizona
$543K +$11K +265 +2%
FHC
690
First Heartland Consultants
Missouri
$537K +$165K +3,986 +41%
WPC
691
Wedmont Private Capital
Pennsylvania
$535K -$128K -3,076 -18%
CI
692
CX Institutional
Indiana
$534K +$77.2K +1,861 +16%
OLA
693
Oliver Luxxe Assets
New Jersey
$530K – – –
MCM
694
Monarch Capital Management
Indiana
$527K -$25.3K -610 -4%
MGIA
695
Moneta Group Investment Advisors
Missouri
$524K +$218K +5,268 +65%
LWA
696
Lantern Wealth Advisors
New York
$522K -$608K -14,660 -52%
FFA
697
Farther Finance Advisors
California
$522K -$745K -17,963 -57%
SAI
698
Savvy Advisors Inc
New York
$520K +$322K +7,759 +141%
AI
699
AXS Investments
New York
$518K -$8.33K -201 -1%
TG
700
TCW Group
California
$518K +$548K +13,222 New
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