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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
751
Callan Family Office
Pennsylvania
$261K -$279K -8,649 -48%
DWP
752
Daymark Wealth Partners
Ohio
$260K -$6.04K -187 -2%
HIA
753
Harbor Investment Advisory
Maryland
$260K +$40.6K +1,257 +16%
ST
754
Spinnaker Trust
Maine
$258K +$296K +9,164 New
KWM
755
KFG Wealth Management
Indiana
$258K +$1.1K +34 +0.4%
CIM
756
Cambria Investment Management
California
$257K +$10.2K +317 +4%
CMF
757
Counterpoint Mutual Funds
California
$255K +$292K +9,054 New
TWIM
758
TIAA Wealth Investment Management
New York
$255K -$13.3K -411 -4%
IP
759
Indivisible Partners
Florida
$255K +$292K +9,046 New
SSCM
760
Sovereign's Capital Management
Georgia
$254K -$6.56K -203 -2%
CICI
761
Capital Investment Counsel Inc
North Carolina
$253K -$18.6K -575 -6%
EWA
762
EP Wealth Advisors
California
$249K +$285K +8,835 New
CA
763
Clearstead Advisors
Ohio
$248K -$13.1K -407 -4%
CAL
764
Capital Analysts LLC
Pennsylvania
$248K -$77.5K -2,400 -21%
MG
765
Marex Group
$247K +$283K +8,753 New
MBI
766
May Barnhard Investments
Maryland
$246K – – –
TWM
767
Trueblood Wealth Management
Ohio
$246K -$258 -8 -0.1%
PFS
768
Prospera Financial Services
Texas
$246K -$174K -5,387 -38%
WBC
769
Westpac Banking Corp
Australia
$244K +$78.6K +2,435 +39%
KIM
770
Kestra Investment Management
Texas
$244K +$279K +8,646 New
LSA
771
Leonteq Securities AG
Switzerland
$242K +$61.6K +1,909 +29%
HR
772
Hardy Reed
Mississippi
$242K -$4.23K -131 -2%
PM
773
Pembroke Management
Quebec, Canada
$242K -$1.03K -32 -0.4%
WIC
774
Woodmont Investment Counsel
Tennessee
$241K +$1.65K +51 +0.6%
PCP
775
Proficio Capital Partners
Massachusetts
$241K +$276K +8,548 New
29 30
31
32 33