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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
751
Alliance Wealth Advisors (Utah)
Utah
$415K +$22.6K +435 +6%
RCAG
752
Rehmann Capital Advisory Group
Michigan
$414K +$24.8K +478 +6%
RJT
753
Raymond James Trust
Florida
$413K -$213K -4,095 -34%
LSAG
754
Lake Street Advisors Group
New Hampshire
$413K -$36.8K -709 -8%
YIA
755
YHB Investment Advisors
Connecticut
$412K – – –
RB
756
Renasant Bank
Mississippi
$410K -$1.76K -34 -0.4%
CG
757
Cynosure Group
Utah
$410K -$1.62M -31,126 -80%
SPIA
758
Steward Partners Investment Advisory
New York
$405K +$13.1K +253 +3%
PCFFS
759
Pacific Center for Financial Services
California
$405K – – –
SC
760
Savant Capital
Illinois
$403K -$2.18K -42 -0.5%
OWA
761
Octavia Wealth Advisors
Ohio
$400K -$72.7K -1,400 -16%
WANY
762
Wealthspire Advisors (New York)
New York
$394K +$390K +7,519 New
UAG
763
United Advisor Group
Ohio
$392K -$347K -6,674 -47%
CA
764
Commerzbank Aktiengesellschaft
Germany
$390K +$72.8K +1,402 +23%
BJL
765
Brighton Jones LLC
Washington
$388K -$117K -2,259 -23%
QCG
766
Quadrant Capital Group
Ohio
$386K -$14.6K -282 -4%
WCF
767
West Coast Financial
California
$386K -$41.5K -800 -10%
JSW
768
Journey Strategic Wealth
New Jersey
$381K +$56.3K +1,084 +18%
BTWM
769
Baker Tilly Wealth Management
Wisconsin
$379K -$46.8K -902 -11%
LWAM
770
Legacy Wealth Asset Management
Minnesota
$379K +$13.6K +261 +4%
AA
771
ALPS Advisors
Colorado
$378K +$45.3K +873 +14%
SAM
772
Smartleaf Asset Management
Massachusetts
$378K +$112K +2,158 +42%
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$375K +$6.28K +121 +2%
BWP
774
BSW Wealth Partners
Colorado
$374K +$31.2K +600 +9%
RFA
775
Register Financial Advisors
Georgia
$367K – – –
29 30
31
32 33