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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
951
Ascent Group
Virginia
$210K +$21.4K +382 +10%
MCWA
952
Meadow Creek Wealth Advisors
Georgia
$209K -$9.51K -170 -4%
MMA
953
Miracle Mile Advisors
California
$209K +$238K +4,257 New
HBS
954
Howard Bailey Securities
Indiana
$209K +$238K +4,257 New
SVWAG
955
Sound View Wealth Advisors Group
Georgia
$209K -$48.4K -864 -17%
MF
956
Magnetar Financial
Illinois
$208K +$238K +4,246 New
AWA
957
Aaron Wealth Advisors
Illinois
$208K +$38.7K +692 +20%
VCP
958
Vista Capital Partners
Oregon
$207K +$6.94K +124 +3%
AFW
959
Avantra Family Wealth
Pennsylvania
$206K +$24.5K +438 +12%
CPA
960
Capital Planning Advisors
California
$206K -$2.46K -44 -1%
CIA
961
Concurrent Investment Advisors
Florida
$206K -$3.86K -69 -2%
BOH
962
Bank of Hawaii
Hawaii
$206K – – –
ARC
963
Advisor Resource Council
Texas
$205K -$1.92M -34,243 -89%
TCM
964
Teza Capital Management
Illinois
$204K +$232K +4,150 New
TA
965
TrueWealth Advisors
Alabama
$200K -$8.56K -153 -4%
LSA
966
Leonteq Securities AG
Switzerland
$190K +$214K +3,828 +7,656%
PTC
967
Private Trust Company
Ohio
$190K -$15.6K -279 -7%
BCMLT
968
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K -$6.83K -122 -3%
C
969
Covestor
United Kingdom
$176K -$40.6K -726 -17%
GM
970
GeoWealth Management
Illinois
$172K -$42.3K -755 -18%
CTC
971
Central Trust Company
Missouri
$170K +$16.7K +298 +9%
HIIFS
972
Harel Insurance Investments & Financial Services
Israel
$167K +$60K +1,072 +46%
1IA
973
1620 Investment Advisors
Massachusetts
$144K +$839 +15 +0.5%
MSE
974
MUFG Securities EMEA
United Kingdom
$127K +$145K +2,583 New
FMII
975
Farmers & Merchants Investments Inc
Nebraska
$127K +$1.12K +20 +0.8%
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