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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
GGA
801
Granite Group Advisors
Connecticut
$315K -$13.9K -270 -5%
RPGK
802
Retirement Planning Group (Kansas)
Kansas
$313K – – –
FFM
803
Forum Financial Management
Illinois
$312K -$823 -16 -0.3%
KWM
804
Kolinsky Wealth Management
New Jersey
$311K -$4.32K -84 -2%
QC
805
Quent Capital
New York
$309K +$11.6K +226 +4%
SBIA
806
Sheaff Brock Investment Advisors
Indiana
$308K +$26.1K +507 +11%
SIG
807
Stonegate Investment Group
Alabama
$306K +$272K +5,286 New
BMWM
808
Brown Miller Wealth Management
Virginia
$305K – – –
FHC
809
First Heartland Consultants
Missouri
$305K +$271K +5,268 New
MAM
810
Martingale Asset Management
Massachusetts
$305K -$76K -1,479 -22%
KIG
811
Kowal Investment Group
Wisconsin
$303K -$16K -312 -6%
MMA
812
Miracle Mile Advisors
California
$302K +$268K +5,219 New
JSW
813
Journey Strategic Wealth
New Jersey
$302K – – –
NWM
814
Northwest Wealth Management
Iowa
$299K -$1.65K -32 -0.6%
DWM
815
Drive Wealth Management
Utah
$296K -$7.15K -139 -3%
IWM
816
IHT Wealth Management
Illinois
$292K -$11.1K -216 -4%
ST
817
Spinnaker Trust
Maine
$291K – – –
HIC
818
Holderness Investments Company
North Carolina
$290K +$21.9K +425 +9%
EA
819
Everpar Advisors
Oklahoma
$288K -$138K -2,685 -35%
LT
820
Legacy Trust
Michigan
$285K +$2.93K +57 +1%
SVWAG
821
Sound View Wealth Advisors Group
Georgia
$285K -$1.13K -22 -0.4%
MCWA
822
Meadow Creek Wealth Advisors
Georgia
$282K +$411 +8 +0.2%
PWM
823
Perigon Wealth Management
California
$281K +$249K +4,843 New
AIM
824
Allen Investment Management
New York
$278K +$247K +4,808 New
JCM
825
Jacobi Capital Management
Pennsylvania
$277K +$21.1K +410 +9%
31 32
33
34 35