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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1001
Carolinas Wealth Consulting
North Carolina
$23.7K – – –
CPG
1002
Cornerstone Planning Group
New Jersey
$22.9K +$1.25K +24 +6%
EBA
1003
Eagle Bay Advisors
New York
$21.7K -$1.25K -24 -5%
LFA
1004
LGT Financial Advisors
Texas
$21.2K – – –
WBC
1005
West Branch Capital
Massachusetts
$21K +$208 +4 +1%
RDFA
1006
Ritter Daniher Financial Advisory
Ohio
$20.5K – – –
PWM
1007
Partnership Wealth Management
Maryland
$19K – – –
ABWM
1008
Alpine Bank Wealth Management
Colorado
$18.4K +$18.3K +352 New
TC
1009
Truvestments Capital
Florida
$18.2K +$18K +347 New
BWP
1010
Baldwin Wealth Partners
Massachusetts
$17K +$8.31K +160 +98%
AT
1011
Arlington Trust
Alabama
$15.9K – – –
SSB
1012
Sandy Spring Bank
Maryland
$15.5K – – –
PP
1013
PFS Partners
New Jersey
$15.2K – – –
PWMG
1014
Private Wealth Management Group
New Jersey
$14.9K +$260 +5 +2%
LI
1015
LRI Investments
Florida
$14.7K – – –
OCM
1016
Osterweis Capital Management
California
$13.6K – – –
IIC
1017
Integrated Investment Consultants
Michigan
$13.5K +$700K +13,485 New
BWL
1018
Bogart Wealth LLC
Virginia
$13.1K – – –
RCM
1019
Raleigh Capital Management
North Carolina
$12.8K -$1.92K -37 -13%
GBT
1020
Grove Bank & Trust
Florida
$12.8K +$3.74K +72 +42%
GWM
1021
Geneos Wealth Management
Colorado
$12.6K +$9.14K +176 +275%
KWAG
1022
Kiely Wealth Advisory Group
North Carolina
$12.4K – – –
TCA
1023
Trifecta Capital Advisors
Illinois
$11.4K +$11.3K +218 New
CWM
1024
Cranbrook Wealth Management
Michigan
$11.4K +$11.3K +217 New
CFB
1025
Cullen/Frost Bankers
Texas
$11.1K -$872K -16,799 -99%
39 40
41
42 43