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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
751
LMR Partners
United Kingdom
$573K -$669K -11,881 -54%
RIA
752
Regal Investment Advisors
Michigan
$572K -$101K -1,799 -15%
UW
753
Unique Wealth
Florida
$567K +$234K +4,153 +71%
MLL
754
Moody Lynn & Lieberson
Massachusetts
$566K – – –
MG
755
Mather Group
Illinois
$565K -$19.4K -344 -3%
EC
756
Enhancing Capital
Pennsylvania
$565K +$5.29K +94 +1%
OIA
757
OneDigital Investment Advisors
Kansas
$563K -$376K -6,681 -40%
SHFP
758
Second Half Financial Partners
Florida
$560K +$121K +2,154 +28%
RG
759
Rathbones Group
United Kingdom
$559K +$77.5K +1,377 +16%
NICM
760
Neo Ivy Capital Management
New York
$559K +$555K +9,870 New
P
761
Pitcairn
Pennsylvania
$552K +$2.81K +50 +0.5%
LPT
762
Legacy Private Trust
Wisconsin
$548K -$70.3K -1,250 -11%
SIA
763
Schechter Investment Advisors
Michigan
$544K -$185K -3,282 -25%
NB
764
Nicolet Bankshares
Wisconsin
$540K – – –
GT
765
Glenview Trust
Kentucky
$538K +$15.6K +277 +3%
UAG
766
United Advisor Group
Ohio
$537K +$27.2K +484 +5%
CPIG
767
Chicago Partners Investment Group
Illinois
$534K +$121K +2,144 +33%
HAS
768
HBW Advisory Services
California
$533K +$129K +2,295 +32%
YMRC
769
Yorktown Management & Research Company
Virginia
$532K – – –
NWM
770
Northwest Wealth Management
Iowa
$528K -$619 -11 -0.1%
SCM
771
SCS Capital Management
Massachusetts
$528K +$525K +9,322 New
MGIA
772
Moneta Group Investment Advisors
Missouri
$525K -$1.58K -28 -0.3%
SSCM
773
Sovereign's Capital Management
Georgia
$522K +$66.1K +1,174 +15%
SWIA
774
Solano Wealth Investment Advisors
California
$518K – – –
SIM
775
Studio Investment Management
Illinois
$517K +$732 +13 +0.1%
29 30
31
32 33