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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
976
Cambridge Trust
Massachusetts
$21.5K – – –
SC
977
Steph & Co
Wisconsin
$21.1K +$2.57K +50 +16%
PWM
978
Partnership Wealth Management
Maryland
$21K – – –
PWMG
979
Private Wealth Management Group
New Jersey
$20.4K – – –
OCM
980
Osterweis Capital Management
California
$19.4K +$13.4K +260 +347%
AT
981
Arlington Trust
Alabama
$17.6K -$1.44K -28 -8%
AA
982
Ancora Advisors
Ohio
$17.4K – – –
PP
983
PFS Partners
New Jersey
$16.8K – – –
RS
984
Rakuten Securities
Japan
$16.6K +$10.5K +205 +250%
CA
985
Crewe Advisors
Utah
$16.4K +$14.6K +284 New
CJ
986
Caitlin John
Michigan
$16.2K – – –
SWC
987
Spectrum Wealth Counsel
Indiana
$15.1K – – –
OP
988
ORG Partners
Indiana
$15K -$168K -3,260 -93%
ANBT
989
American National Bank & Trust
Texas
$14.5K – – –
BWL
990
Bogart Wealth LLC
Virginia
$14.5K – – –
VNA
991
Valley National Advisers
Pennsylvania
$14K +$1.8K +35 +17%
VWM
992
Venturi Wealth Management
Texas
$13.9K -$6.94K -135 -36%
BF
993
BOK Financial
Oklahoma
$13.5K -$1.54K -30 -11%
OC
994
Oakworth Capital
Alabama
$13K – – –
OIA
995
Optimum Investment Advisors
Illinois
$12.3K – – –
KWAG
996
Kiely Wealth Advisory Group
North Carolina
$12.1K – – –
AWM
997
Abound Wealth Management
Tennessee
$12K -$103 -2 -1%
CSB
998
City State Bank
Iowa
$12K – – –
MSG
999
Main Street Group
Virginia
$11.8K +$10.5K +204 New
WIM
1000
Westside Investment Management
California
$11.6K +$10.3K +200 New
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40
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