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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
801
Whalen Wealth Management
Nevada
$463K +$461K +8,183 New
RCAG
802
Rehmann Capital Advisory Group
Michigan
$463K +$34.4K +611 +8%
WA
803
Waverly Advisors
Alabama
$461K -$25.4K -452 -5%
EFSCE
804
Enterprise Financial Services Corp (EFSC)
Missouri
$457K -$7.88K -140 -2%
BWM
805
BlackDiamond Wealth Management
New York
$456K -$137K -2,432 -25%
TPI
806
Trust Point Inc
Wisconsin
$455K -$61.3K -1,089 -12%
PFP
807
Paragon Financial Partners
California
$453K – – –
PCP
808
Panoramic Capital Partners
Oregon
$453K -$7.65K -136 -2%
IIM
809
Ipswich Investment Management
Massachusetts
$452K +$152K +2,700 +51%
MPWT
810
MassMutual Private Wealth & Trust
Connecticut
$452K +$35.8K +637 +9%
ACG
811
Allen Capital Group
Nebraska
$450K +$53.6K +953 +14%
OWA
812
Outlook Wealth Advisors
Texas
$446K +$2.87K +51 +0.7%
YIA
813
YHB Investment Advisors
Connecticut
$445K – – –
DFG
814
Delta Financial Group
New Jersey
$444K – – –
JFGIW
815
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$437K -$36.8K -654 -8%
PCFFS
816
Pacific Center for Financial Services
California
$437K – – –
ACM
817
Advisors Capital Management
New Jersey
$424K +$23.5K +418 +6%
EGM
818
Engineers Gate Manager
New York
$419K +$417K +7,401 New
KFS
819
Kurt F. Somerville
$419K +$416K +7,400 New
LCWP
820
Legacy Capital Wealth Partners
Arkansas
$418K +$13.9K +247 +3%
JSW
821
Journey Strategic Wealth
New Jersey
$416K +$4.5K +80 +1%
HIC
822
Harvey Investment Company
Kentucky
$413K – – –
BWP
823
BSW Wealth Partners
Colorado
$411K -$506 -9 -0.1%
TWP
824
Triad Wealth Partners
Kansas
$410K +$28.1K +499 +7%
BTWM
825
Baker Tilly Wealth Management
Wisconsin
$408K +$4.73K +84 +1%
31 32
33
34 35