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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
826
Baker Tilly Wealth Management
Wisconsin
$408K +$4.73K +84 +1%
SBIA
827
Sheaff Brock Investment Advisors
Indiana
$407K +$5.07K +90 +1%
ALAM
828
Asahi Life Asset Management
Japan
$403K +$401K +7,130 New
DE
829
Diversified Enterprises
Delaware
$402K +$400K +7,108 New
AWAU
830
Alliance Wealth Advisors (Utah)
Utah
$401K -$25.5K -453 -6%
IIA
831
ICW Investment Advisors
Arizona
$401K +$2.19K +39 +0.6%
FFM
832
Fullerton Fund Management
Singapore
$393K +$391K +6,948 New
LC
833
Lindbrook Capital
California
$393K +$52.6K +935 +16%
WCF
834
West Coast Financial
California
$384K +$33.3K +592 +10%
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$384K +$14.9K +264 +4%
FMLI
836
Fukoku Mutual Life Insurance
Japan
$383K – – –
FHC
837
First Heartland Consultants
Missouri
$383K +$23.2K +412 +6%
CG
838
Cynosure Group
Utah
$383K +$63.1K +1,122 +20%
ICP
839
Impact Capital Partners
Colorado
$380K +$4.95K +88 +1%
AA
840
ALPS Advisors
Colorado
$378K -$29.9K -531 -7%
JCM
841
Janney Capital Management
Pennsylvania
$378K – – –
FFA
842
Farther Finance Advisors
California
$373K +$2.65K +47 +0.7%
RP
843
Rice Partnership
Hawaii
$369K -$25.3K -450 -6%
LWAM
844
Legacy Wealth Asset Management
Minnesota
$366K -$7.15K -127 -2%
JCM
845
J2 Capital Management
Michigan
$366K -$4.28K -76 -1%
VFA
846
Valeo Financial Advisors
Indiana
$366K +$43.8K +779 +14%
CCA
847
Checchi Capital Advisers
California
$357K +$1.13K +20 +0.3%
MWM
848
MBE Wealth Management
Wisconsin
$357K +$355K +6,306 New
CFO
849
Callan Family Office
Pennsylvania
$356K +$3.26K +58 +0.9%
AIM
850
Acropolis Investment Management
Missouri
$353K -$5.8K -103 -2%
32 33
34
35 36