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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
851
Keel Point
Alabama
$262K +$50.5K +1,218 +22%
TCA
852
Transcend Capital Advisors
New Jersey
$261K -$246K -5,935 -47%
MYIA
853
Mount Yale Investment Advisors
Colorado
$260K +$276K +6,645 New
MLL
854
Moody Lynn & Lieberson
Massachusetts
$260K +$1.08K +26 +0.4%
FC
855
Financial Consulate
Maryland
$257K -$82.6K -1,991 -23%
BTWM
856
Baker Tilly Wealth Management
Wisconsin
$256K -$7.42K -179 -3%
HIA
857
Harbor Investment Advisory
Maryland
$256K +$108K +2,595 +66%
RP
858
Rice Partnership
Hawaii
$255K – – –
ACM
859
Advisors Capital Management
New Jersey
$253K -$27.6K -666 -9%
TWC
860
TD Waterhouse Canada
Ontario, Canada
$251K +$76.9K +1,855 +41%
VFA
861
Valeo Financial Advisors
Indiana
$250K +$11.7K +282 +5%
RS
862
R Squared
Hong Kong
$248K +$263K +6,347 New
A
863
AlphaQuest
New York
$247K -$4.03M -97,225 -94%
BC
864
Bayforest Capital
United Kingdom
$246K -$186K -4,491 -42%
LS
865
Livforsakringsbolaget Skandia
Sweden
$244K – – –
PP
866
PDS Planning
Ohio
$244K +$42.6K +1,028 +20%
CIC
867
Chilton Investment Company
Connecticut
$243K -$1.02M -24,704 -80%
KFS
868
Kurt F. Somerville
$243K – – –
IFG
869
Independent Financial Group
California
$243K +$50.9K +1,227 +25%
BWFA
870
Baltimore-Washington Financial Advisors
Maryland
$238K -$10M -241,611 -98%
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$237K -$17.1K -412 -6%
PAI
872
Pittenger & Anderson Inc
Nebraska
$236K +$184K +4,439 +280%
PWM
873
Perigon Wealth Management
California
$234K -$98.9K -2,384 -29%
RCAG
874
Rehmann Capital Advisory Group
Michigan
$232K -$35.8K -864 -13%
RPGK
875
Retirement Planning Group (Kansas)
Kansas
$231K -$5.1K -123 -2%
33 34
35
36 37