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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
701
Mather Group
Illinois
$535K +$3.06K +59 +0.6%
SOS
702
Silver Oak Securities
Tennessee
$532K +$59.1K +1,138 +13%
BI
703
BlueSpruce Investments
Illinois
$526K +$521K +10,035 New
NHC
704
Nicholas Hoffman & Company
Georgia
$524K -$519 -10 -0.1%
MLL
705
Moody Lynn & Lieberson
Massachusetts
$524K +$87.7K +1,689 +20%
LPT
706
Legacy Private Trust
Wisconsin
$523K – – –
P
707
Pitcairn
Pennsylvania
$521K -$94.3K -1,817 -15%
VWM
708
Venturi Wealth Management
Texas
$514K +$140K +2,697 +38%
AAP
709
Arax Advisory Partners
Colorado
$510K +$499K +9,602 +7,744%
CFGS
710
Concourse Financial Group Securities
Alabama
$507K +$108K +2,079 +27%
CW
711
CreativeOne Wealth
Kansas
$503K +$257K +4,951 +106%
NB
712
Nicolet Bankshares
Wisconsin
$500K – – –
SCM
713
Semanteon Capital Management
Massachusetts
$498K +$103K +1,988 +26%
EWA
714
EP Wealth Advisors
California
$495K -$66.8K -1,286 -12%
DBRC
715
D.B. Root & Company
Pennsylvania
$493K -$35.5K -684 -7%
HAG
716
HighPoint Advisor Group
Illinois
$493K -$43.9K -846 -8%
YMRC
717
Yorktown Management & Research Company
Virginia
$493K – – –
WAG
718
Wallace Advisory Group
California
$492K – – –
IAA
719
Independent Advisor Alliance
North Carolina
$492K -$5.3K -102 -1%
GRP
720
Global Retirement Partners
California
$491K -$114K -2,195 -19%
DWT
721
Dorsey & Whitney Trust
South Dakota
$487K -$17.8K -342 -4%
PWPS
722
Pinnacle Wealth Planning Services
Ohio
$484K -$26.3K -507 -5%
GT
723
Glenview Trust
Kentucky
$484K -$104K -1,994 -18%
SIM
724
Studio Investment Management
Illinois
$482K +$14.4K +278 +3%
ECM
725
Evergreen Capital Management
Washington
$481K +$2.02K +39 +0.4%
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