We are live on ! Find out more
CPRT icon

Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
851
KFG Wealth Management
Indiana
$319K +$42K +737 +15%
BIG
852
Brooklyn Investment Group
New York
$319K +$16.3K +286 +5%
RWM
853
RBA Wealth Management
California
$319K – – –
FFM
854
Forum Financial Management
Illinois
$317K +$171 +3 +0.1%
AFT
855
Alpha Family Trust
California
$316K – – –
SF
856
Summit Financial
New Jersey
$315K +$28K +492 +10%
GDP
857
Great Diamond Partners
Maine
$312K – – –
MMA
858
Miracle Mile Advisors
California
$311K -$3.82K -67 -1%
CAM
859
Claret Asset Management
Quebec, Canada
$310K +$1.48K +26 +0.5%
ST
860
Spinnaker Trust
Maine
$310K – – –
BFO
861
Boston Family Office
Massachusetts
$304K – – –
IIM
862
Ipswich Investment Management
Massachusetts
$304K +$301K +5,290 New
NEI
863
Northwest & Ethical Investments
Ontario, Canada
$302K – – –
QIM
864
Quantitative Investment Management
Virginia
$298K +$296K +5,198 New
SVWAG
865
Sound View Wealth Advisors Group
Georgia
$297K -$1.59K -28 -0.5%
MW
866
MBL Wealth
North Carolina
$293K +$291K +5,107 New
USCWA
867
U.S. Capital Wealth Advisors
Texas
$293K +$291K +5,105 New
OPCM
868
Osborne Partners Capital Management
California
$292K -$47.6K -835 -14%
WA
869
Wealth Alliance
New York
$291K -$25.3K -444 -8%
AG
870
Algert Global
California
$288K -$70K -1,230 -20%
GA
871
Geller Advisors
New York
$288K +$286K +5,016 New
DWM
872
Drive Wealth Management
Utah
$288K -$4.33K -76 -1%
QWP
873
Quotient Wealth Partners
Texas
$287K -$14.6K -256 -5%
JCM
874
Jacobi Capital Management
Pennsylvania
$284K +$8.26K +145 +3%
LT
875
Legacy Trust
Michigan
$283K – – –
33 34
35
36 37