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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
776
EP Wealth Advisors
California
$515K -$35.2K -626 -6%
NP
777
NorthRock Partners
Minnesota
$512K -$14.9K -264 -3%
CW
778
CreativeOne Wealth
Kansas
$511K -$24.5K -436 -5%
MWM
779
Maripau Wealth Management
Indiana
$509K +$123K +2,192 +32%
DBRC
780
D.B. Root & Company
Pennsylvania
$506K -$13.1K -232 -3%
N
781
Natixis
France
$504K +$505K +8,966 New
FFM
782
Forum Financial Management
Illinois
$500K +$186K +3,308 +60%
TWM
783
Trueblood Wealth Management
Ohio
$500K – – –
CI
784
Cigna Investments
Connecticut
$496K -$4.78K -85 -1%
MBI
785
May Barnhard Investments
Maryland
$495K – – –
GF
786
Gries Financial
Ohio
$495K -$3.66K -65 -0.7%
ECM
787
Evergreen Capital Management
Washington
$494K -$24.2K -430 -5%
SPIA
788
Steward Partners Investment Advisory
New York
$491K -$7.32K -130 -1%
SOW
789
State of Wyoming
Wyoming
$490K +$4.78K +85 +1%
HR
790
Hardy Reed
Mississippi
$485K – – –
LA
791
LBP AM
France
$482K +$479K +8,509 New
NW
792
NewEdge Wealth
Pennsylvania
$478K -$131K -2,324 -22%
CA
793
Commerzbank Aktiengesellschaft
Germany
$477K – – –
PCA
794
Prosperity Capital Advisors
Ohio
$473K +$113 +2 +0%
DA
795
Drake & Associates
Wisconsin
$473K +$54.6K +971 +13%
BFA
796
Beaumont Financial Advisors
Massachusetts
$473K +$2.42K +43 +0.5%
SFS
797
Stiles Financial Services
Minnesota
$471K -$12.5K -222 -3%
AAP
798
Arax Advisory Partners
Colorado
$468K -$83.1K -1,476 -15%
IAA
799
Independent Advisor Alliance
North Carolina
$466K -$192K -3,410 -29%
SC
800
Savant Capital
Illinois
$464K -$29.6K -526 -6%
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