We are live on ! Find out more
CPRT icon

Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1001
Capital Performance Advisors
California
$24.1K +$23.8K +459 New
CWC
1002
Carolinas Wealth Consulting
North Carolina
$23.7K – – –
CPG
1003
Cornerstone Planning Group
New Jersey
$22.9K +$1.25K +24 +6%
EBA
1004
Eagle Bay Advisors
New York
$21.7K -$1.25K -24 -5%
LFA
1005
LGT Financial Advisors
Texas
$21.2K – – –
WBC
1006
West Branch Capital
Massachusetts
$21K +$208 +4 +1%
RDFA
1007
Ritter Daniher Financial Advisory
Ohio
$20.5K – – –
PWM
1008
Partnership Wealth Management
Maryland
$19K – – –
ABWM
1009
Alpine Bank Wealth Management
Colorado
$18.4K +$18.3K +352 New
TC
1010
Truvestments Capital
Florida
$18.2K +$18K +347 New
BWP
1011
Baldwin Wealth Partners
Massachusetts
$17K +$8.31K +160 +98%
AT
1012
Arlington Trust
Alabama
$15.9K – – –
SSB
1013
Sandy Spring Bank
Maryland
$15.5K – – –
PP
1014
PFS Partners
New Jersey
$15.2K – – –
PWMG
1015
Private Wealth Management Group
New Jersey
$14.9K +$260 +5 +2%
LI
1016
LRI Investments
Florida
$14.7K – – –
OCM
1017
Osterweis Capital Management
California
$13.6K – – –
IIC
1018
Integrated Investment Consultants
Michigan
$13.5K +$700K +13,485 New
BWL
1019
Bogart Wealth LLC
Virginia
$13.1K – – –
RCM
1020
Raleigh Capital Management
North Carolina
$12.8K -$1.92K -37 -13%
GBT
1021
Grove Bank & Trust
Florida
$12.8K +$3.74K +72 +42%
GWM
1022
Geneos Wealth Management
Colorado
$12.6K +$9.14K +176 +275%
KWAG
1023
Kiely Wealth Advisory Group
North Carolina
$12.4K – – –
TCA
1024
Trifecta Capital Advisors
Illinois
$11.4K +$11.3K +218 New
CWM
1025
Cranbrook Wealth Management
Michigan
$11.4K +$11.3K +217 New
39 40
41
42 43