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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AU
826
Algebris (UK)
United Kingdom
$284K – – –
NG
827
Norden Group
Utah
$283K -$43.1K -1,040 -13%
WANY
828
Wealthspire Advisors (New York)
New York
$282K +$233K +5,614 +355%
IIM
829
Ipswich Investment Management
Massachusetts
$279K +$1.66K +40 +0.6%
MPWT
830
MassMutual Private Wealth & Trust
Connecticut
$274K -$49.4K -1,191 -15%
CW
831
CreativeOne Wealth
Kansas
$273K +$6.97K +168 +2%
FWI
832
Facet Wealth Inc
Maryland
$272K +$9K +217 +3%
PFG
833
PAX Financial Group
Texas
$272K -$44.2K -1,066 -13%
SAM
834
Smartleaf Asset Management
Massachusetts
$271K -$45.5K -1,098 -14%
OIA
835
OneDigital Investment Advisors
Kansas
$271K -$23.1K -558 -7%
JCM
836
Janney Capital Management
Pennsylvania
$271K +$10.7K +259 +4%
SFG
837
Sather Financial Group
Texas
$270K +$286K +6,906 New
SCM
838
SCS Capital Management
Massachusetts
$270K – – –
FFP
839
FourThought Financial Partners
Florida
$269K +$285K +6,877 New
CASB
840
Cape Ann Savings Bank
Massachusetts
$269K -$41.5K -1,000 -13%
FHA
841
Flagship Harbor Advisors
Massachusetts
$268K -$65.6K -1,583 -19%
IBOK
842
Independence Bank of Kentucky
Kentucky
$267K -$282K -6,804 -50%
CAM
843
Claret Asset Management
Quebec, Canada
$267K +$13.6K +329 +5%
MWM
844
MBE Wealth Management
Wisconsin
$266K +$16.8K +404 +6%
GFP
845
Gryphon Financial Partners
Ohio
$265K -$220K -5,312 -44%
PC
846
PCB Capital
New Jersey
$265K +$281K +6,771 New
QEI
847
QSV Equity Investors
Illinois
$265K +$280K +6,758 New
NAM
848
NorthCrest Asset Manangement
Minnesota
$264K +$34.8K +840 +14%
CC
849
Centiva Capital
New York
$263K +$279K +6,718 New
SFS
850
Security Financial Services
Indiana
$263K -$43.1K -1,040 -13%
32 33
34
35 36