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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
851
WBI Investments
New Jersey
$338K -$320K -5,724 -45%
TCBWMS
852
Texas Capital Bank Wealth Management Services
Texas
$337K +$136K +2,439 +55%
QWP
853
Quotient Wealth Partners
Texas
$335K +$59.7K +1,067 +19%
AZ
854
Alpha Zero
Florida
$334K +$45.9K +821 +14%
PTC
855
Petrus Trust Company
Texas
$334K -$602K -10,753 -61%
AA
856
ALPS Advisors
Colorado
$332K +$4.59K +82 +1%
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$329K -$4.48K -80 -1%
JCM
858
Janney Capital Management
Pennsylvania
$327K – – –
SCM
859
SCS Capital Management
Massachusetts
$325K -$151K -2,690 -29%
CAM
860
Claret Asset Management
Quebec, Canada
$322K +$61.4K +1,097 +20%
WBC
861
Westpac Banking Corp
Australia
$322K -$2.66M -47,541 -88%
RP
862
Rice Partnership
Hawaii
$320K – – –
KWM
863
KFG Wealth Management
Indiana
$320K +$33.8K +604 +10%
EWA
864
EverSource Wealth Advisors
Alabama
$318K +$135K +2,420 +60%
FAIM
865
Financial Advocates Investment Management
Washington
$317K -$401K -7,162 -53%
TWP
866
Triad Wealth Partners
Kansas
$313K -$48.7K -870 -12%
CMI
867
Clare Market Investments
Texas
$312K +$355K +6,350 New
QC
868
Quent Capital
New York
$309K +$8.34K +149 +2%
AIM
869
Acropolis Investment Management
Missouri
$307K +$616 +11 +0.2%
LS
870
Livforsakringsbolaget Skandia
Sweden
$306K – – –
MCM
871
Mitchell Capital Management
Kansas
$300K -$6.63M -118,491 -95%
RPGK
872
Retirement Planning Group (Kansas)
Kansas
$300K -$4.37K -78 -1%
OPOWM
873
One Plus One Wealth Management
Florida
$299K +$9.07K +162 +3%
WWM
874
Western Wealth Management
Colorado
$295K +$57.3K +1,023 +21%
FWI
875
Facet Wealth Inc
Maryland
$295K +$364K +6,502 New
33 34
35
36 37