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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
926
Alta Advisers
United Kingdom
$255K +$253K +4,502 New
CCP
927
Cushing Capital Partners
Wisconsin
$255K +$253K +4,498 New
TCBWMS
928
Texas Capital Bank Wealth Management Services
Texas
$251K +$250K +4,437 New
MCWA
929
Meadow Creek Wealth Advisors
Georgia
$251K +$788 +14 +0.3%
CT
930
Clearstead Trust
Maine
$251K +$33K +586 +15%
FWCM
931
Ferguson Wellman Capital Management
Oregon
$250K +$249K +4,424 New
C
932
Covestor
United Kingdom
$244K -$1.52K -27 -0.6%
FFP
933
FourThought Financial Partners
Florida
$244K -$16.5K -293 -6%
CIA
934
Concurrent Investment Advisors
Florida
$242K -$76.9K -1,366 -24%
GM
935
GeoWealth Management
Illinois
$241K -$13.1K -232 -5%
CPA
936
Capital Planning Advisors
California
$241K +$1.18K +21 +0.5%
FC
937
Forte Capital
New York
$240K – – –
TA
938
TrueWealth Advisors
Alabama
$240K +$113 +2 +0%
SS
939
SBI Securities
Japan
$239K -$30.4K -541 -11%
CWM
940
Cherrydale Wealth Management
New Jersey
$238K – – –
BOH
941
Bank of Hawaii
Hawaii
$238K – – –
FHA
942
Flagship Harbor Advisors
Massachusetts
$236K -$6.87K -122 -3%
CGL
943
Clarius Group LLC
Washington
$235K -$3.66K -65 -2%
PTC
944
Private Trust Company
Ohio
$234K +$33K +586 +16%
NPT
945
Nixon Peabody Trust
Massachusetts
$232K +$11K +195 +5%
VCP
946
Vista Capital Partners
Oregon
$232K -$1.29K -23 -0.6%
PCIA
947
Prime Capital Investment Advisors
Kansas
$232K +$231K +4,101 New
BCM
948
Brookstone Capital Management
Illinois
$232K +$675 +12 +0.3%
PCP
949
Proficio Capital Partners
Massachusetts
$231K +$113 +2 +0%
AA
950
Auxano Advisors
Washington
$230K +$4.28K +76 +2%
36 37
38
39 40