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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
901
Allied Private Wealth
Florida
$21.9K +$24.7K +765 New
CFO
902
CVA Family Office
Colorado
$21.3K -$11.5K -356 -32%
CTA
903
Colonial Trust Advisors
South Carolina
$21.1K – – –
IAS
904
IMA Advisory Services
Colorado
$20.2K -$23.1K -715 -50%
KPP
905
Kings Path Partners
Texas
$19.4K – – –
SL
906
Salomon & Ludwin
Virginia
$19.1K -$24.4K -756 -53%
TFM
907
TFC Financial Management
Massachusetts
$18.7K +$840 +26 +4%
CFD
908
Creative Financial Designs
Indiana
$18.5K +$969 +30 +5%
TWM
909
Tripletail Wealth Management
Florida
$18.4K – – –
LWM
910
Lodestone Wealth Management
Washington
$18.2K +$420 +13 +2%
MCM
911
Manchester Capital Management
Vermont
$18.1K -$4.62K -143 -18%
FAM
912
Fulcrum Asset Management
United Kingdom
$17.6K +$20.3K +628 New
CPG
913
Cornerstone Planning Group
New Jersey
$17.4K -$11.7K -363 -36%
CCA
914
Catalyst Capital Advisors
New York
$17.4K +$4.91K +152 +33%
CB
915
CNB Bank
Pennsylvania
$17.2K -$209K -6,477 -91%
SGFG
916
Silver Grove Financial Group
New York
$17.1K +$19.6K +607 New
OCWP
917
Owl Creek Wealth Partners
Colorado
$17.1K -$22.9K -709 -54%
EF
918
Entrust Financial
Pennsylvania
$17K – – –
PK
919
Pflug Koory
Nebraska
$16.9K – – –
EP
920
Evelyn Partners
$16.1K +$18.4K +570 New
GKIM
921
GW&K Investment Management
Massachusetts
$15K -$411K -12,738 -96%
BIA
922
Bell Investment Advisors
California
$15K +$355 +11 +2%
PUI
923
Purpose Unlimited Inc
$14.7K – – –
CT
924
Clearstead Trust
Maine
$14.4K -$161 -5 -1%
TFIPS
925
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.1K -$20K -620 -55%
35 36
37
38 39