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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
751
HighPoint Advisor Group
Illinois
$576K -$12.7K -225 -2%
LP
752
LMR Partners
United Kingdom
$573K -$669K -11,881 -54%
RIA
753
Regal Investment Advisors
Michigan
$572K -$101K -1,799 -15%
UW
754
Unique Wealth
Florida
$567K +$234K +4,153 +71%
MLL
755
Moody Lynn & Lieberson
Massachusetts
$566K – – –
MG
756
Mather Group
Illinois
$565K -$19.4K -344 -3%
EC
757
Enhancing Capital
Pennsylvania
$565K +$5.29K +94 +1%
OIA
758
OneDigital Investment Advisors
Kansas
$563K -$376K -6,681 -40%
SHFP
759
Second Half Financial Partners
Florida
$560K +$121K +2,154 +28%
RG
760
Rathbones Group
United Kingdom
$559K +$77.5K +1,377 +16%
NICM
761
Neo Ivy Capital Management
New York
$559K +$555K +9,870 New
P
762
Pitcairn
Pennsylvania
$552K +$2.81K +50 +0.5%
LPT
763
Legacy Private Trust
Wisconsin
$548K -$70.3K -1,250 -11%
SIA
764
Schechter Investment Advisors
Michigan
$544K -$185K -3,282 -25%
NB
765
Nicolet Bankshares
Wisconsin
$540K – – –
GT
766
Glenview Trust
Kentucky
$538K +$15.6K +277 +3%
UAG
767
United Advisor Group
Ohio
$537K +$27.2K +484 +5%
CPIG
768
Chicago Partners Investment Group
Illinois
$534K +$121K +2,144 +33%
HAS
769
HBW Advisory Services
California
$533K +$129K +2,295 +32%
YMRC
770
Yorktown Management & Research Company
Virginia
$532K – – –
NWM
771
Northwest Wealth Management
Iowa
$528K -$619 -11 -0.1%
SCM
772
SCS Capital Management
Massachusetts
$528K +$525K +9,322 New
MGIA
773
Moneta Group Investment Advisors
Missouri
$525K -$1.58K -28 -0.3%
SSCM
774
Sovereign's Capital Management
Georgia
$522K +$66.1K +1,174 +15%
SWIA
775
Solano Wealth Investment Advisors
California
$518K – – –
29 30
31
32 33