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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
851
NBT Bank
New York
$352K +$350K +6,225 New
RPGK
852
Retirement Planning Group (Kansas)
Kansas
$350K +$2.14K +38 +0.6%
QC
853
Quent Capital
New York
$348K -$3.15K -56 -0.9%
SAM
854
Smartleaf Asset Management
Massachusetts
$342K -$86.1K -1,530 -20%
SC
855
Syon Capital
California
$339K -$26.2K -466 -7%
AZ
856
Alpha Zero
Florida
$339K -$53K -941 -14%
WSFS
857
Wilmington Savings Fund Society
Delaware
$339K -$17.3K -308 -5%
OPOWM
858
One Plus One Wealth Management
Florida
$336K – – –
KWM
859
KFG Wealth Management
Indiana
$335K +$19.9K +354 +6%
MPM
860
MBB Public Markets
Illinois
$334K +$332K +5,894 New
EAM
861
Eventide Asset Management
Massachusetts
$331K +$338K +5,999 New
PCG
862
Prosperity Consulting Group
Maryland
$331K -$36.9K -656 -10%
BIG
863
Brooklyn Investment Group
New York
$327K +$12.6K +223 +4%
QWP
864
Quotient Wealth Partners
Texas
$326K +$41.9K +744 +15%
HCM
865
Howland Capital Management
Massachusetts
$324K – – –
OWA
866
Octavia Wealth Advisors
Ohio
$322K -$12.9K -229 -4%
II
867
Inspire Investing
Idaho
$319K -$953K -16,935 -75%
NIM
868
Northeast Investment Management
Massachusetts
$318K – – –
PCM
869
Peregrine Capital Management
Minnesota
$315K – – –
AC
870
AXQ Capital
New Jersey
$315K -$374K -6,653 -54%
RWM
871
RBA Wealth Management
California
$314K – – –
SFG
872
Sunburst Financial Group
Alabama
$314K +$112K +1,988 +56%
BPW
873
Bingham Private Wealth
California
$312K +$44.3K +788 +17%
SIG
874
Stonegate Investment Group
Alabama
$312K -$10.5K -186 -3%
AFT
875
Alpha Family Trust
California
$312K – – –
33 34
35
36 37