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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
826
Legacy Capital Wealth Partners
Arkansas
$287K -$42.7K -823 -13%
GDP
827
Great Diamond Partners
Maine
$285K – – –
LFG
828
Larson Financial Group
Missouri
$283K +$7.53K +145 +3%
SOW
829
State of Wyoming
Wyoming
$283K +$82.5K +1,589 +42%
ST
830
Spinnaker Trust
Maine
$283K +$9.09K +175 +3%
ACG
831
Allen Capital Group
Nebraska
$283K +$280K +5,396 New
CA
832
Cannon Advisors
North Carolina
$283K +$282K +5,430 New
CAM
833
Claret Asset Management
Quebec, Canada
$281K +$63.4K +1,221 +29%
RPGK
834
Retirement Planning Group (Kansas)
Kansas
$278K -$9.71K -187 -3%
BFO
835
Boston Family Office
Massachusetts
$278K – – –
BMWM
836
Brown Miller Wealth Management
Virginia
$276K – – –
BIG
837
Brooklyn Investment Group
New York
$276K +$44.7K +861 +20%
NEI
838
Northwest & Ethical Investments
Ontario, Canada
$276K -$1.92M -37,026 -88%
QWP
839
Quotient Wealth Partners
Texas
$276K +$273K +5,265 New
KWM
840
Kolinsky Wealth Management
New Jersey
$275K +$6.65K +128 +3%
CT
841
Clearstead Trust
Maine
$272K -$51.9K -1,000 -16%
SVWAG
842
Sound View Wealth Advisors Group
Georgia
$272K +$883 +17 +0.3%
NCFG
843
New Century Financial Group
New Jersey
$272K +$50K +962 +23%
KP
844
Keel Point
Alabama
$272K +$10.1K +195 +4%
CCM
845
Crew Capital Management
Ohio
$271K +$268K +5,164 New
NWM
846
Northwest Wealth Management
Iowa
$270K -$52 -1 -0%
BW
847
Bison Wealth
Georgia
$269K +$36.7K +706 +16%
DWM
848
Drive Wealth Management
Utah
$266K -$10.5K -202 -4%
SC
849
Syon Capital
California
$264K +$8.31K +160 +3%
CCI
850
Credit Capital Investments
New Jersey
$262K +$260K +5,000 New
32 33
34
35 36