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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1026
Private Wealth Asset Management
Iowa
$22K – – –
TFA
1027
Transamerica Financial Advisors
Florida
$21.9K +$22.9K +486 New
JWA
1028
JFS Wealth Advisors
Pennsylvania
$21.4K -$47 -1 -0.2%
AAS
1029
Ameritas Advisory Services
Nebraska
$19K -$10.2K -217 -34%
RWS
1030
Retirement Wealth Solutions
Wisconsin
$19K -$17.7K -376 -47%
NWM
1031
Nova Wealth Management
Florida
$18.8K – – –
PWMG
1032
Private Wealth Management Group
New Jersey
$16.3K +$3.96K +84 +30%
TC
1033
Truvestments Capital
Florida
$15.6K – – –
AWM
1034
Accredited Wealth Management
Kentucky
$14.2K +$8.67K +184 +58%
AT
1035
Arlington Trust
Alabama
$13.7K -$660 -14 -4%
PB
1036
Pinnacle Bancorp
Nebraska
$13.5K – – –
EPIM
1037
Evelyn Partners Investment Management
$13.5K – – –
PP
1038
PFS Partners
New Jersey
$13K – – –
RA
1039
Rational Advisors
New York
$12.7K +$1.46K +31 +12%
KFI
1040
Key Financial Inc
Pennsylvania
$12.7K – – –
BWL
1041
Bogart Wealth LLC
Virginia
$12.2K +$990 +21 +8%
RS
1042
Rakuten Securities
Japan
$11.8K +$8.96K +190 +260%
OCM
1043
Osterweis Capital Management
California
$11.7K – – –
GBT
1044
Grove Bank & Trust
Florida
$11.2K -$4.62K -98 -28%
SNB
1045
Security National Bank
Nebraska
$10.6K +$2.88K +61 +35%
DI
1046
DAGCO Inc
Ohio
$10.1K – – –
MIM
1047
MTM Investment Management
South Carolina
$9.85K – – –
WWA
1048
Wealth Watch Advisors
Colorado
$9.85K +$10.3K +219 New
CWM
1049
Cranbrook Wealth Management
Michigan
$9.76K – – –
RWM
1050
Raffa Wealth Management
District of Columbia
$9.62K +$1.98K +42 +24%
40 41
42
43 44