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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
701
Everhart Financial Group
Ohio
$369K +$45.1K +1,200 +12%
AFT
702
Alpha Family Trust
California
$366K +$13.5K +360 +3%
1WA
703
180 Wealth Advisors
Washington
$365K +$79.6K +2,118 +24%
FIA
704
Foundations Investment Advisors
Arizona
$362K -$8.72K -232 -2%
DP
705
DDD Partners
Washington
$359K +$3.12K +83 +0.8%
WS
706
Wedbush Securities
California
$355K +$1.2K +32 +0.3%
HCM
707
Howard Capital Management
Georgia
$352K -$530K -14,107 -57%
6SA
708
6th Street Advisors
Alabama
$352K +$398K +10,604 New
SIM
709
Studio Investment Management
Illinois
$351K +$15.4K +411 +4%
AIM
710
Aigen Investment Management
New York
$347K -$1.99M -52,890 -83%
EAM
711
Eventide Asset Management
Massachusetts
$346K +$41.4K +1,101 +12%
JSSH
712
J. Safra Sarasin Holding
$337K +$31.2K +831 +9%
PCA
713
Pallas Capital Advisors
Massachusetts
$334K +$54.2K +1,443 +17%
AC
714
AlphaCore Capital
California
$333K -$45.2K -1,204 -11%
II
715
Ibex Investors
Colorado
$332K – – –
CG
716
Cynosure Group
Utah
$330K -$413K -10,984 -52%
JSW
717
Journey Strategic Wealth
New Jersey
$325K +$40.1K +1,068 +12%
BAAM
718
Baker Avenue Asset Management
California
$325K +$368K +9,789 New
ESBC
719
E.S. Barr & Co
Kentucky
$324K – – –
IIA
720
ICW Investment Advisors
Arizona
$324K +$86.5K +2,303 +31%
CICI
721
Capital Investment Counsel Inc
North Carolina
$317K +$359K +9,550 New
PF
722
Phoenix Financial
Israel
$316K +$58K +1,545 +19%
TWIM
723
TIAA Wealth Investment Management
New York
$314K +$355K +9,459 New
LP
724
LMR Partners
United Kingdom
$313K +$354K +9,423 New
DWP
725
Daymark Wealth Partners
Ohio
$313K +$354K +9,414 New
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