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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1001
SJS Investment Consulting
Ohio
$83.9K -$740 -13 -0.9%
MB
1002
Mizuho Bank
Japan
$82.1K +$81.4K +1,430 New
PSFG
1003
Park Square Financial Group
Georgia
$81.8K +$81.2K +1,426 New
HI
1004
Harbour Investments
Wisconsin
$81.3K -$2.85K -50 -3%
CFFP
1005
Center for Financial Planning
Michigan
$78K +$77.4K +1,359 New
BTI
1006
Blue Trust Inc
Georgia
$76.6K -$306K -5,379 -80%
IA
1007
IFP Advisors
Florida
$74.3K -$114 -2 -0.2%
AWM
1008
Avior Wealth Management
Nebraska
$73.7K +$24K +421 +49%
RS
1009
R Squared
Hong Kong
$73.5K +$72.9K +1,280 New
GSWM
1010
Golden State Wealth Management
California
$73.2K +$72.7K +1,276 New
MCM
1011
MV Capital Management
Maryland
$71.2K -$171 -3 -0.2%
EPIMS
1012
Evelyn Partners Investment Management Services
$69.9K +$69.4K +1,218 New
CA
1013
Continuum Advisory
Idaho
$69.7K +$14.4K +252 +26%
EB
1014
Eastern Bank
Massachusetts
$68.6K +$36.4K +640 +115%
CFO
1015
CVA Family Office
Colorado
$66.9K +$14K +245 +27%
TFIPS
1016
Towarzystwo Funduszy Inwestycyjnych PZU SA
$64.3K – – –
HPC
1017
HM Payson & Co
Maine
$64K – – –
CFD
1018
Creative Financial Designs
Indiana
$63.6K -$11.4K -200 -15%
LFG
1019
Larson Financial Group
Missouri
$60.4K -$248K -4,349 -81%
PMFA
1020
Plante Moran Financial Advisors
Michigan
$60.4K -$106K -1,858 -64%
CWP
1021
Clark Wealth Partners
Illinois
$58.9K +$58.4K +1,026 New
HIA
1022
Harbor Investment Advisory
Maryland
$55.7K – – –
KPP
1023
Kings Path Partners
Texas
$55.6K – – –
RTC
1024
Riverview Trust Company
Washington
$54.8K – – –
RWS
1025
Retirement Wealth Solutions
Wisconsin
$54.4K +$55.6K +977 New
39 40
41
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