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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
951
Auxano Advisors
Washington
$230K +$4.28K +76 +2%
EWA
952
EverSource Wealth Advisors
Alabama
$230K +$75.5K +1,342 +49%
LCM
953
Leisure Capital Management
California
$226K – – –
RFA
954
Register Financial Advisors
Georgia
$226K – – –
CAG
955
Cypress Advisory Group
Arizona
$226K +$225K +4,000 New
SW
956
SteelPeak Wealth
California
$226K +$1.29K +23 +0.6%
LSA
957
Lion Street Advisors
Texas
$226K -$4K -71 -2%
MSAM
958
Moloney Securities Asset Management
Missouri
$224K +$6.7K +119 +3%
HW
959
Hamilton Wealth
California
$223K +$222K +3,945 New
CI
960
Conning Inc
Connecticut
$223K – – –
CWA
961
Crux Wealth Advisors
California
$222K – – –
AG
962
Ascent Group
Virginia
$221K +$219K +3,897 New
ATPW
963
Ashton Thomas Private Wealth
Arizona
$218K +$217K +3,860 New
PWA
964
Physician Wealth Advisors
Utah
$214K +$3.43K +61 +2%
AFW
965
Avantra Family Wealth
Pennsylvania
$213K -$1.01K -18 -0.5%
LAM
966
L2 Asset Management
Massachusetts
$213K +$212K +3,760 New
BCMLT
967
Beacon Capital Management LLC (Tennessee)
Tennessee
$211K -$1.01K -18 -0.5%
PL
968
Plancorp LLC
Missouri
$210K +$7.88K +140 +4%
SIA
969
Soltis Investment Advisors
Utah
$209K +$208K +3,699 New
FCBT
970
First Citizens Bank & Trust
North Carolina
$209K -$278K -4,936 -57%
BSAM
971
Blue Square Asset Management
New York
$207K – – –
BF
972
Brogan Financial
Tennessee
$207K +$206K +3,659 New
HPIA
973
Hamilton Point Investment Advisors
North Carolina
$207K – – –
1WA
974
180 Wealth Advisors
Washington
$206K -$691K -12,275 -77%
CP
975
Canopy Partners
Ohio
$205K -$900 -16 -0.4%
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