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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
826
Legacy Capital Wealth Partners
Arkansas
$250K +$18.5K +391 +9%
BIG
827
Brooklyn Investment Group
New York
$249K +$240K +5,079 New
OWA
828
Outlook Wealth Advisors
Texas
$248K +$239K +5,063 New
ST
829
Spinnaker Trust
Maine
$246K – – –
LF
830
Lannebo Fonder
Sweden
$244K +$235K +4,979 New
SVWAG
831
Sound View Wealth Advisors Group
Georgia
$242K +$233K +4,936 New
LFG
832
Larson Financial Group
Missouri
$239K -$6.24K -132 -3%
LT
833
Legacy Trust
Michigan
$238K +$236 +5 +0.1%
MCWA
834
Meadow Creek Wealth Advisors
Georgia
$238K +$230K +4,860 New
DT
835
Diversified Trust
Tennessee
$237K -$12.4K -262 -5%
SBIA
836
Sheaff Brock Investment Advisors
Indiana
$236K +$227K +4,815 New
VAFP
837
Vahanian & Associates Financial Planning
New York
$235K – – –
CA
838
Commerzbank Aktiengesellschaft
Germany
$233K +$224K +4,739 New
FFP
839
FourThought Financial Partners
Florida
$230K +$378 +8 +0.2%
SRL
840
Scientech Research LLC
New Jersey
$230K +$222K +4,695 New
VSQM
841
V-Square Quantitative Management
Illinois
$227K – – –
MIS
842
Morningstar Investment Services
Illinois
$226K +$218K +4,620 New
HIC
843
Holderness Investments Company
North Carolina
$224K +$216K +4,575 New
SIM
844
Sentry Investment Management
Wisconsin
$223K -$23.1K -490 -10%
LNC
845
Lincoln National Corp
Pennsylvania
$222K -$53.9K -1,141 -20%
SOW
846
State of Wyoming
Wyoming
$222K -$106K -2,234 -33%
SRAM
847
Spouting Rock Asset Management
Pennsylvania
$222K +$214K +4,531 New
OA
848
Oracle Alpha
Ontario, Canada
$222K +$214K +4,529 New
SB
849
Simmons Bank
Arkansas
$222K +$214K +4,528 New
DLA
850
Douglas Lane & Associates
New York
$221K +$214K +4,520 New
32 33
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35 36