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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
926
Strategic Wealth Partners
Ohio
$26.1K +$263 +7 +0.9%
CTA
927
Colonial Trust Advisors
South Carolina
$24.9K +$28.2K +750 New
KPP
928
Kings Path Partners
Texas
$22.8K -$3.61K -96 -12%
TFM
929
TFC Financial Management
Massachusetts
$21.1K -$601 -16 -2%
LWM
930
Lodestone Wealth Management
Washington
$21K -$601 -16 -2%
CFD
931
Creative Financial Designs
Indiana
$20.8K – – –
TWM
932
Tripletail Wealth Management
Florida
$20.4K – – –
EPIMS
933
Evelyn Partners Investment Management Services
$20.3K +$10.7K +285 +87%
EF
934
Entrust Financial
Pennsylvania
$20K – – –
PK
935
Pflug Koory
Nebraska
$19.9K – – –
LI
936
LRI Investments
Florida
$19.7K – – –
JWA
937
JFS Wealth Advisors
Pennsylvania
$18.4K -$1.43K -38 -6%
FCAS
938
First Command Advisory Services
Texas
$18K +$19.2K +511 +1,703%
BIA
939
Bell Investment Advisors
California
$17.3K -$1.99K -53 -9%
PUI
940
Purpose Unlimited Inc
$17.3K – – –
CT
941
Clearstead Trust
Maine
$17.1K -$12K -320 -38%
SA
942
SRH Advisors
Kansas
$16.5K – – –
PWAM
943
Private Wealth Asset Management
Iowa
$16.1K -$188 -5 -1%
CCA
944
Catalyst Capital Advisors
New York
$15.4K -$1.8K -48 -9%
BWA
945
Basecamp Wealth Advisors
Washington
$15.4K +$7.14K +190 +70%
VCM
946
Versant Capital Management
Arizona
$14.9K +$13.7K +365 +435%
GAM
947
Guinness Asset Management
United Kingdom
$14.4K – – –
MNA
948
Manning & Napier Advisors
New York
$14.2K – – –
TPWA
949
Twin Peaks Wealth Advisors
California
$14.1K +$16K +425 New
AF
950
Advisornet Financial
Minnesota
$13.7K +$1.09K +29 +8%
36 37
38
39 40