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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
801
Mainsail Asset Management
Alabama
$220K +$58.7K +1,819 +30%
CWP
802
Curated Wealth Partners
California
$219K +$251K +7,781 New
MG
803
Mather Group
Illinois
$219K -$38.4K -1,189 -13%
AC
804
Armistice Capital
New York
$217K +$249K +7,709 New
SCM
805
Stevens Capital Management
Pennsylvania
$216K +$248K +7,668 New
SFG
806
Strive Financial Group
Indiana
$215K -$953K -29,499 -79%
FHA
807
Flagship Harbor Advisors
Massachusetts
$215K +$25.8K +800 +12%
SCM
808
Semanteon Capital Management
Massachusetts
$215K +$246K +7,613 New
TSWM
809
Triangle Securities Wealth Management
North Carolina
$213K -$6.36K -197 -3%
OP
810
Oslo Pensjonsforsikring
$212K – – –
LOAMS
811
Lombard Odier Asset Management (Switzerland)
Switzerland
$212K -$15.9K -493 -6%
HPCM
812
Hunter Perkins Capital Management
Illinois
$211K -$8.65K -268 -3%
MWM
813
MBE Wealth Management
Wisconsin
$211K -$14.8K -459 -6%
DCM
814
Donaldson Capital Management
Indiana
$210K -$5.91K -183 -2%
NG
815
Norden Group
Utah
$209K +$42.9K +1,328 +22%
PC
816
PCB Capital
New Jersey
$209K +$14.9K +460 +7%
RAM
817
RWC Asset Management
United Kingdom
$208K – – –
RPWA
818
Regent Peak Wealth Advisors
Georgia
$206K +$236K +7,322 New
BF
819
Brogan Financial
Tennessee
$206K +$236K +7,314 New
WPC
820
Waters Parkerson & Co
Louisiana
$203K +$233K +7,200 New
SPC
821
Sigma Planning Corp
Michigan
$203K -$31.1K -963 -12%
IC
822
Inscription Capital
Texas
$200K +$229K +7,105 New
JFGIW
823
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$198K -$1.65K -51 -0.7%
HIIFS
824
Harel Insurance Investments & Financial Services
Israel
$198K -$11.7K -362 -5%
SAM
825
Smartleaf Asset Management
Massachusetts
$191K – – –
31 32
33
34 35