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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1026
TOBAM
France
$62K -$24.1K -429 -28%
RWS
1027
Retirement Wealth Solutions
Wisconsin
$60.3K +$4.95K +88 +9%
PMFA
1028
Plante Moran Financial Advisors
Michigan
$59.5K – – –
RIL
1029
Rothschild Investment LLC
Illinois
$58.6K +$6.02K +107 +12%
CFO
1030
CVA Family Office
Colorado
$58.3K -$7.6K -135 -12%
CWP
1031
Clark Wealth Partners
Illinois
$58.1K – – –
HIA
1032
Harbor Investment Advisory
Maryland
$54.9K – – –
KPP
1033
Kings Path Partners
Texas
$54.8K – – –
FAM
1034
Flaharty Asset Management
Florida
$53.2K +$52.9K +940 New
RTC
1035
Riverview Trust Company
Washington
$53K -$1.01K -18 -2%
TFM
1036
TFC Financial Management
Massachusetts
$52.3K – – –
CW
1037
Curio Wealth
Maryland
$51.7K -$50.6K -899 -100%
CAC
1038
Core Alternative Capital
Georgia
$51.6K – – –
MSWA
1039
Marshall & Sterling Wealth Advisors
New York
$51.4K +$6.64K +118 +15%
CA
1040
Centerpoint Advisors
Massachusetts
$51K – – –
CPG
1041
Cornerstone Planning Group
New Jersey
$50.6K +$15.8K +281 +51%
BC
1042
Barrett & Company
Rhode Island
$50.4K – – –
VCM
1043
Versant Capital Management
Arizona
$50K +$46.8K +831 +1,568%
ACM
1044
Anfield Capital Management
California
$49.6K – – –
CMBA
1045
C.M. Bidwell & Associates
Hawaii
$49.3K – – –
IUHSA
1046
Itau Unibanco Holding S.A.
Brazil
$47K -$5.29K -94 -10%
APW
1047
Aventura Private Wealth
Florida
$45.6K – – –
DIP
1048
DT Investment Partners
Pennsylvania
$45.5K – – –
PCTC
1049
Perkins Coie Trust Company
Washington
$44.8K – – –
SC
1050
SouthState Corp
Florida
$44.5K +$44.3K +787 New
40 41
42
43 44