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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
726
Octavia Wealth Advisors
Ohio
$489K – – –
TWM
727
Trueblood Wealth Management
Ohio
$487K – – –
CI
728
Cigna Investments
Connecticut
$486K -$4.64K -85 -0.9%
STA
729
Summit Trail Advisors
New York
$485K +$34.2K +627 +8%
AAB
730
ABN AMRO Bank
Netherlands
$483K +$6.44K +118 +1%
SIM
731
Studio Investment Management
Illinois
$483K +$6.61K +121 +1%
MGIA
732
Moneta Group Investment Advisors
Missouri
$479K +$154K +2,828 +47%
GSC
733
Ground Swell Capital
South Carolina
$479K +$482K +8,837 New
SAG
734
Spotlight Asset Group
Illinois
$475K +$53.9K +988 +13%
MBI
735
May Barnhard Investments
Maryland
$474K – – –
SFS
736
Stiles Financial Services
Minnesota
$466K +$15.2K +279 +3%
LSAG
737
Lake Street Advisors Group
New Hampshire
$465K -$72.9K -1,335 -13%
GF
738
Gries Financial
Ohio
$464K +$1.15K +21 +0.2%
HR
739
Hardy Reed
Mississippi
$460K +$463K +8,484 New
EFSCE
740
Enterprise Financial Services Corp (EFSC)
Missouri
$458K -$12.6K -230 -3%
DAS
741
Diversify Advisory Services
Utah
$452K -$768K -14,076 -63%
MPWT
742
MassMutual Private Wealth & Trust
Connecticut
$452K +$202K +3,693 +79%
BFA
743
Beaumont Financial Advisors
Massachusetts
$451K +$4.37K +80 +1%
MLL
744
Moody Lynn & Lieberson
Massachusetts
$450K – – –
CCA
745
Catalyst Capital Advisors
New York
$446K -$36.6K -671 -8%
TPI
746
Trust Point Inc
Wisconsin
$446K -$18.2K -334 -4%
FTWA
747
Fifth Third Wealth Advisors
Ohio
$444K +$448K +8,201 New
WCF
748
West Coast Financial
California
$442K -$22.3K -408 -5%
BTWM
749
Baker Tilly Wealth Management
Wisconsin
$440K -$514K -9,411 -54%
VSQM
750
V-Square Quantitative Management
Illinois
$436K -$8.19K -150 -2%
28 29
30
31 32