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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1026
Clark Wealth Partners
Illinois
$1.24K +$1.42K +44 New
BHWM
1027
Bay Harbor Wealth Management
Maryland
$1.16K -$97 -3 -7%
TSMHT
1028
Thurston Springer Miller Herd & Titak
Indiana
$1.13K – – –
GEA
1029
Glen Eagle Advisors
New Jersey
$1.1K +$1.26K +39 New
BFPW
1030
BOK Financial Private Wealth
Colorado
$931 +$1.07K +33 New
TFA
1031
Transamerica Financial Advisors
Florida
$902 -$9.75K -302 -90%
PWA
1032
Provenance Wealth Advisors
Florida
$789 +$904 +28 New
1CP
1033
1015 Capital Partners
Pennsylvania
$761 +$614 +19 +238%
BWS
1034
Buck Wealth Strategies
Colorado
$705 +$807 +25 New
AF
1035
Advisornet Financial
Minnesota
$677 -$12.6K -389 -94%
SEP
1036
Signature Equity Partners
Ohio
$677 -$1.36K -42 -64%
NEWAS
1037
N.E.W. Advisory Services
Wisconsin
$677 +$775 +24 New
QWM
1038
Quaker Wealth Management
New Jersey
$592 -$97 -3 -13%
HIA
1039
HFM Investment Advisors
New Jersey
$592 +$484 +15 +250%
DCM
1040
Davis Capital Management
Florida
$564 +$646 +20 New
CCWM
1041
Cassaday & Co Wealth Management
Virginia
$508 -$3.81K -118 -87%
HNW
1042
High Note Wealth
Minnesota
$451 -$5.59K -173 -92%
T
1043
Tidemark
California
$451 – – –
UCB
1044
United Community Bank
South Carolina
$451 – – –
SC
1045
SouthState Corp
Florida
$423 -$1.26K -39 -72%
SFCL
1046
Strengthening Families & Communities LLC
Massachusetts
$366 +$420 +13 New
SA
1047
Seneschal Advisors
Washington
$282 – – –
DF
1048
DecisionPoint Financial
Arizona
$231 +$129 +4 +100%
SWAG
1049
Spectrum Wealth Advisory Group
California
$226 +$258 +8 New
VNA
1050
Valley National Advisers
Pennsylvania
$226 +$258 +8 New
40 41
42
43 44