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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1051
Castleview Partners
Texas
$2.65K -$74.1K -1,357 -97%
SFC
1052
Strategic Financial Concepts
Texas
$2.6K +$7.34M +134,472 New
RFS
1053
Richardson Financial Services
Massachusetts
$2.55K -$710 -13 -22%
WWP
1054
WR Wealth Planners
Missouri
$2.44K +$546 +10 +29%
ADL
1055
Asset Dedication LLC
California
$2.17K – – –
HWM
1056
HighMark Wealth Management
Minnesota
$2.17K +$2.18K +40 New
PIM
1057
Plato Investment Management
Australia
$1.95K – – –
OWA
1058
Opal Wealth Advisors
New York
$1.95K +$1.97K +36 New
TWD
1059
True Wealth Design
Ohio
$1.9K +$273 +5 +17%
LIM
1060
Longfellow Investment Management
Massachusetts
$1.73K – – –
RFG
1061
RFP Financial Group
Georgia
$1.57K +$655 +12 +71%
TLA
1062
Tanglewood Legacy Advisors
Texas
$1.52K – – –
GI
1063
Gradient Investments
Minnesota
$1.52K +$1.53K +28 New
MA
1064
MCF Advisors
Kentucky
$1.41K – – –
BHWM
1065
Beaird Harris Wealth Management
Texas
$1.39K +$55 +1 +4%
WWM
1066
Wolff Wiese Magana
California
$1.08K – – –
SFCL
1067
Strengthening Families & Communities LLC
Massachusetts
$1K +$655 +12 New
BGAI
1068
Bruce G. Allen Investments
Colorado
$758 – – –
PO
1069
Private Ocean
California
$650 +$655 +12 New
CTWM
1070
Cherry Tree Wealth Management
Minnesota
$434 – – –
RWM
1071
Ruedi Wealth Management
Illinois
$379 +$382 +7 New
HWP
1072
Highline Wealth Partners
California
$325 +$328 +6 New
RWMG
1073
Redwood Wealth Management Group
New Jersey
$271 +$273 +5 New
SSA
1074
Schonfeld Strategic Advisors
New York
– -$23.9M -412,970 Closed
AIG
1075
American International Group
New York
– -$19.9M -343,908 Closed
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