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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PVM
701
Palogic Value Management
Texas
$689K – – –
DWT
702
Dorsey & Whitney Trust
South Dakota
$688K +$153K +2,694 +29%
RIA
703
Regal Investment Advisors
Michigan
$683K +$13.4K +236 +2%
IAA
704
Independent Advisor Alliance
North Carolina
$668K +$128K +2,246 +24%
SMG
705
Smart Money Group
Texas
$665K +$46.4K +815 +8%
AT
706
American Trust
Kentucky
$662K +$7.58K +133 +1%
HTC
707
Haverford Trust Company
Pennsylvania
$656K -$72.4K -1,271 -10%
PFS
708
Prospera Financial Services
Texas
$634K +$42.1K +739 +7%
FHA
709
First Horizon Advisors
Tennessee
$632K +$399 +7 +0.1%
SOS
710
Silver Oak Securities
Tennessee
$629K +$33.5K +589 +6%
BCM
711
Bourgeon Capital Management
Connecticut
$628K +$624K +10,951 New
LPT
712
Legacy Private Trust
Wisconsin
$628K +$54.1K +950 +10%
NW
713
NewEdge Wealth
Pennsylvania
$618K -$8.26K -145 -1%
OAM
714
Ostrum Asset Management
France
$611K -$25K -439 -4%
DP
715
DDD Partners
Washington
$611K – – –
WA
716
Wambolt & Associates
Colorado
$607K +$2.56K +45 +0.4%
LCGC
717
Legacy Capital Group California
California
$601K – – –
CP
718
Covenant Partners
Tennessee
$601K – – –
CB
719
CNB Bank
Pennsylvania
$597K -$31.3K -549 -5%
MG
720
Mather Group
Illinois
$592K +$7.06K +124 +1%
ECG
721
Edge Capital Group
Georgia
$589K +$212K +3,728 +57%
HAG
722
HighPoint Advisor Group
Illinois
$577K +$9.97K +175 +2%
MLL
723
Moody Lynn & Lieberson
Massachusetts
$574K – – –
NHC
724
Nicholas Hoffman & Company
Georgia
$573K -$1.59K -28 -0.3%
LRWM
725
Lord & Richards Wealth Management
Colorado
$571K +$566K +9,941 New
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