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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1026
Rakuten Securities
Japan
$7.31K -$8.3K -152 -53%
AW
1027
Avion Wealth
Texas
$7K +$491 +9 +7%
SSG
1028
Summit Securities Group
New York
$7K +$6.93K +127 New
FFA
1029
Frazier Financial Advisors
Ohio
$6.83K – – –
AAP
1030
Arax Advisory Partners
Colorado
$6.72K – – –
KFI
1031
Key Financial Inc
Pennsylvania
$6.72K – – –
BAM
1032
Bellevue Asset Management
Washington
$6.71K -$273 -5 -4%
UWS
1033
Unique Wealth Strategies
Illinois
$5.97K +$5.62K +103 New
AGWCA
1034
Annis Gardner Whiting Capital Advisors
Florida
$5.85K +$2.07K +38 +54%
FG
1035
Fairman Group
Pennsylvania
$5.2K – – –
LWCFA
1036
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.13K – – –
DPW
1037
DiNuzzo Private Wealth
Pennsylvania
$5.04K +$273 +5 +6%
FMP
1038
Financial Management Professionals
Texas
$5K +$2.07K +38 +79%
IHWM
1039
Iron Horse Wealth Management
Iowa
$4.98K – – –
RTL
1040
Red Tortoise LLC
Georgia
$4.98K – – –
WIA
1041
Wetzel Investment Advisors
Indiana
$4.87K – – –
S
1042
Sachetta
Massachusetts
$4.81K +$3.98K +73 +365%
TVWM
1043
Tower View Wealth Management
Wisconsin
$4.77K – – –
HCP
1044
Hexagon Capital Partners
Arkansas
$4.44K +$3K +55 +204%
DF
1045
Dunhill Financial
United Kingdom
$4.09K +$983 +18 +31%
FPB
1046
First PREMIER Bank
South Dakota
$4K – – –
PWMG
1047
Prestige Wealth Management Group
New Jersey
$3.47K – – –
GWM
1048
Geneos Wealth Management
Colorado
$3.47K – – –
SC
1049
Solstein Capital
California
$3.03K – – –
FW
1050
Fairway Wealth
Ohio
$2.82K +$2.84K +52 New
40 41
42
43 44