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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
776
Proficio Capital Partners
Massachusetts
$241K +$276K +8,548 New
MTIM
777
Marathon Trading Investment Management
Pennsylvania
$240K – – –
RS
778
R Squared
Hong Kong
$240K +$274K +8,497 New
CI
779
Cigna Investments
Connecticut
$239K – – –
SIA
780
Soltis Investment Advisors
Utah
$239K +$273K +8,468 New
CIA
781
Caerus Investment Advisors
Texas
$238K +$36.8K +1,141 +16%
GAM
782
Griffin Asset Management
New York
$236K – – –
AFGAS
783
Allegiance Financial Group Advisory Services
Virginia
$236K +$71.2K +2,204 +36%
GRP
784
Global Retirement Partners
California
$236K +$270K +8,364 New
BMWM
785
Brown Miller Wealth Management
Virginia
$235K +$10.3K +319 +4%
JSSH
786
J. Safra Sarasin Holding
$234K -$59.8K -1,851 -18%
GC
787
Giverny Capital
Quebec, Canada
$233K -$620K -19,210 -70%
PFP
788
Paragon Financial Partners
California
$233K – – –
SBFM
789
S-Bank Fund Management
Finland
$233K -$8.75K -271 -3%
TPI
790
Trust Point Inc
Wisconsin
$233K -$4.68K -145 -2%
BONST
791
Bank of Nova Scotia Trust
Ontario, Canada
$232K +$56.8K +1,759 +27%
GT
792
Glenview Trust
Kentucky
$231K – – –
JCM
793
Jacobi Capital Management
Pennsylvania
$231K -$1.36K -42 -0.5%
MK
794
MASTERINVEST Kapitalanlage
$230K -$40.6K -1,256 -13%
TCA
795
Transcend Capital Advisors
New Jersey
$227K +$260K +8,039 New
LPT
796
Legacy Private Trust
Wisconsin
$226K – – –
AIA
797
AssuredPartners Investment Advisors
Florida
$226K -$65 -2 -0%
SWIA
798
Solano Wealth Investment Advisors
California
$226K – – –
LWAM
799
Legacy Wealth Asset Management
Minnesota
$224K +$257K +7,954 New
AWM
800
Aprio Wealth Management
Georgia
$222K -$32.1K -995 -11%
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