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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
701
Capital Investment Advisory Services
North Carolina
$327K +$375K +11,608 New
FA
702
Fiduciary Alliance
South Carolina
$327K +$375K +11,600 New
AP
703
Americana Partners
Texas
$326K +$374K +11,581 New
CG
704
Clarus Group
Texas
$325K -$37.1K -1,150 -9%
WWM
705
Western Wealth Management
Colorado
$322K -$157K -4,866 -30%
AA
706
Advisory Advocates
Michigan
$321K -$70.5K -2,184 -16%
PAI
707
Pittenger & Anderson Inc
Nebraska
$320K +$184K +5,686 +100%
CCM
708
Chiron Capital Management
Florida
$319K +$365K +11,300 New
JTWM
709
Jackson Thornton Wealth Management
Alabama
$318K +$138K +4,265 +61%
SFS
710
Sowell Financial Services
Arkansas
$317K -$97.4K -3,015 -21%
SC
711
Savant Capital
Illinois
$316K -$42K -1,300 -10%
FC
712
Farringdon Capital
United Kingdom
$314K -$263K -8,138 -42%
TCOTS
713
Trust Company of the South
North Carolina
$314K – – –
IFU
714
iSAM Funds (UK)
United Kingdom
$310K -$964K -29,846 -73%
PFA
715
Perryman Financial Advisory
Texas
$310K +$355K +11,000 New
FIA
716
Foundations Investment Advisors
Arizona
$310K +$3.23K +100 +0.9%
HA
717
Harfst & Associates
Wyoming
$307K -$172K -5,328 -33%
PF
718
Phoenix Financial
Israel
$305K +$42.3K +1,310 +14%
FMI
719
Frec Markets Inc
California
$304K +$126K +3,895 +57%
SIM
720
Studio Investment Management
Illinois
$302K +$4.68K +145 +1%
DWM
721
Diversify Wealth Management
Utah
$301K -$988K -30,593 -75%
DAS
722
Diversify Advisory Services
Utah
$301K +$327K +10,120 New
DP
723
DDD Partners
Washington
$300K -$6.01K -186 -2%
SC
724
Syon Capital
California
$297K -$82.5K -2,555 -19%
EFG
725
Everhart Financial Group
Ohio
$296K -$20K -620 -6%
27 28
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30 31