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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
776
CreativeOne Wealth
Kansas
$471K +$32.2K +576 +6%
SPA
777
Sherbrooke Park Advisers
New York
$470K +$536K +9,571 New
TPI
778
Trust Point Inc
Wisconsin
$464K +$79.3K +1,417 +18%
YMRC
779
Yorktown Management & Research Company
Virginia
$461K – – –
GT
780
Glenview Trust
Kentucky
$458K -$8.73K -156 -2%
SBFM
781
S-Bank Fund Management
Finland
$454K -$101K -1,797 -16%
SWIA
782
Solano Wealth Investment Advisors
California
$449K – – –
BCM
783
Boreal Capital Management
Florida
$442K +$504K +8,998 New
JCM
784
J2 Capital Management
Michigan
$441K +$141K +2,525 +39%
SIM
785
Studio Investment Management
Illinois
$438K -$11K -197 -2%
WA
786
Waverly Advisors
Alabama
$437K +$42.4K +757 +9%
SPIA
787
Steward Partners Investment Advisory
New York
$436K +$11.8K +211 +2%
HAS
788
HBW Advisory Services
California
$435K -$30.9K -552 -6%
TWM
789
Trueblood Wealth Management
Ohio
$433K – – –
MBI
790
May Barnhard Investments
Maryland
$429K – – –
CI
791
Cigna Investments
Connecticut
$427K -$4.7K -84 -1%
FHC
792
First Heartland Consultants
Missouri
$423K +$104K +1,859 +27%
HR
793
Hardy Reed
Mississippi
$423K +$2.63K +47 +0.5%
LPT
794
Legacy Private Trust
Wisconsin
$420K -$63.2K -1,130 -12%
PCP
795
Panoramic Capital Partners
Oregon
$416K +$7.78K +139 +2%
AAS
796
Avantax Advisory Services
Texas
$414K -$546K -9,763 -54%
CA
797
Commerzbank Aktiengesellschaft
Germany
$414K – – –
GF
798
Gries Financial
Ohio
$412K -$19K -339 -4%
SAM
799
Sompo Asset Management
Japan
$410K -$140K -2,500 -23%
BFA
800
Beaumont Financial Advisors
Massachusetts
$410K +$168 +3 +0%
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