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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
801
AlTi Global
New York
$281K +$271K +5,743 New
SPIA
802
Steward Partners Investment Advisory
New York
$279K -$22.4K -474 -8%
WA
803
Wealth Alliance
New York
$277K -$59.6K -1,262 -18%
NCFG
804
New Century Financial Group
New Jersey
$277K +$267K +5,644 New
CGL
805
Clarius Group LLC
Washington
$274K -$27.2K -575 -9%
PCM
806
Peregrine Capital Management
Minnesota
$273K -$29.2K -619 -10%
RWM
807
RBA Wealth Management
California
$272K – – –
KIG
808
Kowal Investment Group
Wisconsin
$272K -$1.18K -25 -0.4%
AFT
809
Alpha Family Trust
California
$270K – – –
BFO
810
Boston Family Office
Massachusetts
$268K -$9.45K -200 -4%
KWM
811
Kolinsky Wealth Management
New Jersey
$267K -$10.6K -224 -4%
GDP
812
Great Diamond Partners
Maine
$267K -$3.5K -74 -1%
FFM
813
Forum Financial Management
Illinois
$265K +$756 +16 +0.3%
RPGK
814
Retirement Planning Group (Kansas)
Kansas
$265K +$255K +5,408 New
CWM
815
Centric Wealth Management
Illinois
$260K – – –
BMWM
816
Brown Miller Wealth Management
Virginia
$258K – – –
IWM
817
IHT Wealth Management
Illinois
$258K +$1.23K +26 +0.5%
DWM
818
Drive Wealth Management
Utah
$257K -$4.25K -90 -2%
MPWT
819
MassMutual Private Wealth & Trust
Connecticut
$257K -$33.2K -703 -12%
STA
820
Summit Trail Advisors
New York
$256K -$29.5K -625 -11%
JSW
821
Journey Strategic Wealth
New Jersey
$255K -$472 -10 -0.2%
NWM
822
Northwest Wealth Management
Iowa
$255K +$1.98K +42 +0.8%
QC
823
Quent Capital
New York
$250K +$9.45K +200 +4%
LCWP
824
Legacy Capital Wealth Partners
Arkansas
$250K +$18.5K +391 +9%
BIG
825
Brooklyn Investment Group
New York
$249K +$240K +5,079 New
31 32
33
34 35