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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
801
Lindbrook Capital
California
$285K +$41.8K +885 +18%
CIA
802
Concurrent Investment Advisors
Florida
$284K +$274K +5,804 New
AG
803
AlTi Global
New York
$281K +$271K +5,743 New
SPIA
804
Steward Partners Investment Advisory
New York
$279K -$22.4K -474 -8%
WA
805
Wealth Alliance
New York
$277K -$59.6K -1,262 -18%
NCFG
806
New Century Financial Group
New Jersey
$277K +$267K +5,644 New
CGL
807
Clarius Group LLC
Washington
$274K -$27.2K -575 -9%
PCM
808
Peregrine Capital Management
Minnesota
$273K -$29.2K -619 -10%
RWM
809
RBA Wealth Management
California
$272K – – –
KIG
810
Kowal Investment Group
Wisconsin
$272K -$1.18K -25 -0.4%
AFT
811
Alpha Family Trust
California
$270K – – –
BFO
812
Boston Family Office
Massachusetts
$268K -$9.45K -200 -4%
KWM
813
Kolinsky Wealth Management
New Jersey
$267K -$10.6K -224 -4%
GDP
814
Great Diamond Partners
Maine
$267K -$3.5K -74 -1%
FFM
815
Forum Financial Management
Illinois
$265K +$756 +16 +0.3%
RPGK
816
Retirement Planning Group (Kansas)
Kansas
$265K +$255K +5,408 New
CWM
817
Centric Wealth Management
Illinois
$260K – – –
BMWM
818
Brown Miller Wealth Management
Virginia
$258K – – –
IWM
819
IHT Wealth Management
Illinois
$258K +$1.23K +26 +0.5%
DWM
820
Drive Wealth Management
Utah
$257K -$4.25K -90 -2%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$257K -$33.2K -703 -12%
STA
822
Summit Trail Advisors
New York
$256K -$29.5K -625 -11%
JSW
823
Journey Strategic Wealth
New Jersey
$255K -$472 -10 -0.2%
NWM
824
Northwest Wealth Management
Iowa
$255K +$1.98K +42 +0.8%
QC
825
Quent Capital
New York
$250K +$9.45K +200 +4%
31 32
33
34 35