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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
776
Renasant Bank
Mississippi
$247K -$50.2K -1,210 -18%
WB
777
West Bancorporation
Iowa
$244K -$31.9K -770 -13%
FW
778
FirstPurpose Wealth
Utah
$244K -$9.54K -230 -4%
TA
779
Tiedemann Advisors
New York
$244K – – –
BMWM
780
Brown Miller Wealth Management
Virginia
$240K +$219K +5,272 New
JSW
781
Journey Strategic Wealth
New Jersey
$238K -$33.1K -798 -13%
TFCP
782
Twin Focus Capital Partners
Massachusetts
$238K +$216K +5,216 New
AT
783
American Trust
Kentucky
$236K +$215K +5,180 New
CWM
784
Centric Wealth Management
Illinois
$235K +$216K +5,202 New
NWM
785
Northwest Wealth Management
Iowa
$234K +$213K +5,140 New
BPC
786
Banque Pictet & Cie
Switzerland
$232K +$211K +5,090 New
LFG
787
Larson Financial Group
Missouri
$232K +$9.45K +228 +5%
SA
788
Syntax Advisors
New York
$231K -$64.1K -1,546 -23%
VCG
789
Vantage Consulting Group
Virginia
$231K -$64.1K -1,546 -23%
FRM
790
Fox Run Management
Connecticut
$231K +$210K +5,056 New
JMF
791
Johnson Midwest Financial
Iowa
$229K +$208K +5,024 New
DWM
792
Drive Wealth Management
Utah
$225K +$205K +4,934 New
FBC
793
Fairfield, Bush & Co
Connecticut
$224K -$58.9K -1,420 -22%
LC
794
Lindbrook Capital
California
$224K -$2.74K -66 -1%
LT
795
Legacy Trust
Michigan
$221K +$201K +4,856 New
DFCM
796
Dark Forest Capital Management
Puerto Rico
$219K +$159K +3,836 +394%
BG
797
Bahl & Gaynor
Ohio
$219K +$199K +4,808 New
IIA
798
ICW Investment Advisors
Arizona
$219K +$199K +4,808 New
VAFP
799
Vahanian & Associates Financial Planning
New York
$219K +$199K +4,800 New
SGA
800
Seaport Global Advisors
Massachusetts
$219K +$21.6K +522 +12%
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