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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
876
Holderness Investments Company
North Carolina
$280K – – –
AWM
877
Axxcess Wealth Management
California
$279K -$107K -1,883 -28%
AWA
878
Aaron Wealth Advisors
Illinois
$278K +$276K +4,843 New
LIM
879
Leavell Investment Management
Alabama
$278K – – –
EA
880
Everpar Advisors
Oklahoma
$276K +$11.3K +199 +4%
AIM
881
Allen Investment Management
New York
$276K – – –
OP
882
ORG Partners
Indiana
$276K -$513 -9 -0.2%
BMWM
883
Brown Miller Wealth Management
Virginia
$275K -$26.9K -472 -9%
WWM
884
Western Wealth Management
Colorado
$275K +$273K +4,793 New
SS
885
SBI Securities
Japan
$273K +$271K +4,762 New
QI
886
Qtron Investments
Massachusetts
$272K – – –
SB
887
Simmons Bank
Arkansas
$271K +$11.4K +200 +4%
BPW
888
Bingham Private Wealth
California
$271K +$269K +4,728 New
PAM
889
Panagora Asset Management
Massachusetts
$271K -$57 -1 -0%
CFAM
890
Center For Asset Management
Florida
$271K +$269K +4,721 New
CNBT
891
Canandaigua National Bank & Trust
New York
$269K -$16.7K -293 -6%
PP
892
PDS Planning
Ohio
$267K +$1.14K +20 +0.4%
FA
893
Fiduciary Alliance
South Carolina
$267K +$264K +4,644 New
MWM
894
Meridian Wealth Management
Kentucky
$265K -$243K -4,262 -48%
FFP
895
FourThought Financial Partners
Florida
$264K +$262K +4,601 New
MG
896
Marex Group
$264K +$262K +4,600 New
DIA
897
Dana Investment Advisors
Wisconsin
$263K – – –
PI
898
PineBridge Investments
New York
$262K -$6.08M -106,700 -96%
TWC
899
TD Waterhouse Canada
Ontario, Canada
$261K +$91.5K +1,606 +55%
PWM
900
Perigon Wealth Management
California
$260K -$22.2K -390 -8%
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