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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
801
RWC Asset Management
United Kingdom
$245K – – –
HIIFS
802
Harel Insurance Investments & Financial Services
Israel
$245K -$124K -3,313 -31%
CIA
803
Caerus Investment Advisors
Texas
$242K +$274K +7,302 New
EI
804
Ellevest Inc
New York
$238K +$270K +7,178 New
BWM
805
BlackDiamond Wealth Management
New York
$238K -$22.7K -605 -8%
SAM
806
Silvercrest Asset Management
New York
$238K +$68.5K +1,823 +34%
GWP
807
Gen-Wealth Partners
Michigan
$237K -$109K -2,914 -29%
CB
808
CNB Bank
Pennsylvania
$235K -$130K -3,450 -33%
SL
809
Sentinus LLC
Illinois
$235K +$266K +7,081 New
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$235K -$37.8K -1,007 -12%
GS
811
GTS Securities
Florida
$234K -$151K -4,024 -36%
CCA
812
Checchi Capital Advisers
California
$231K +$262K +6,970 New
CAM
813
Claret Asset Management
Quebec, Canada
$230K +$3.72K +99 +1%
PC
814
PCB Capital
New Jersey
$230K +$5.45K +145 +2%
JTWM
815
Jackson Thornton Wealth Management
Alabama
$229K +$263K +7,000 New
FMI
816
Frec Markets Inc
California
$229K +$259K +6,884 New
FHA
817
Flagship Harbor Advisors
Massachusetts
$227K – – –
LSA
818
Leonteq Securities AG
Switzerland
$222K -$213K -5,668 -46%
FWI
819
Facet Wealth Inc
Maryland
$222K -$564 -15 -0.2%
SAM
820
Smartleaf Asset Management
Massachusetts
$221K -$3.34K -89 -1%
BWP
821
BSW Wealth Partners
Colorado
$219K +$248K +6,607 New
SW
822
SVB Wealth
Massachusetts
$219K -$35.8K -953 -13%
BONST
823
Bank of Nova Scotia Trust
Ontario, Canada
$215K +$243K +6,480 New
PFM
824
Patton Fund Management
Texas
$215K +$26K +692 +12%
CI
825
Corient IA
Florida
$214K -$57.9K -1,540 -19%
31 32
33
34 35