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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1051
TS Financial Group (TSFG)
Illinois
$5K +$5.35K +103 New
DPW
1052
DiNuzzo Private Wealth
Pennsylvania
$4.82K -$52 -1 -1%
IHWM
1053
Iron Horse Wealth Management
Iowa
$4.82K – – –
RTL
1054
Red Tortoise LLC
Georgia
$4.82K – – –
AGWCA
1055
Annis Gardner Whiting Capital Advisors
Florida
$4.72K -$935 -18 -17%
RFS
1056
Richardson Financial Services
Massachusetts
$4.69K +$2.13K +41 +87%
CJ
1057
Caitlin John
Michigan
$4.63K -$10.4K -200 -71%
TVWM
1058
Tower View Wealth Management
Wisconsin
$4.61K – – –
PGAM
1059
Princeton Global Asset Management
New Jersey
$4.19K +$4.15K +80 New
CAM
1060
Close Asset Management
United Kingdom
$4K +$4.36K +84 New
RWM
1061
Reston Wealth Management
Virginia
$3.88K +$3.84K +74 New
HCP
1062
Hexagon Capital Partners
Arkansas
$3.46K -$831 -16 -20%
PWMG
1063
Prestige Wealth Management Group
New Jersey
$3.35K – – –
RL
1064
Rogco LP
Oklahoma
$3.14K +$3.12K +60 New
SC
1065
Solstein Capital
California
$2.93K – – –
GFPC
1066
Global Financial Private Client
Florida
$2.73K +$2.7K +52 New
S
1067
Sachetta
Massachusetts
$2.52K -$2.34K -45 -48%
LP
1068
LMR Partners
United Kingdom
$2.41K -$538K -10,355 -100%
WWP
1069
WR Wealth Planners
Missouri
$2.36K – – –
HWM
1070
HighMark Wealth Management
Minnesota
$2.1K – – –
FMP
1071
Financial Management Professionals
Texas
$2K -$2.8K -54 -63%
PIM
1072
Plato Investment Management
Australia
$1.88K – – –
PCWA
1073
Pacific Capital Wealth Advisors
California
$1.83K -$5.66K -109 -76%
LIM
1074
Longfellow Investment Management
Massachusetts
$1.68K – – –
TLA
1075
Tanglewood Legacy Advisors
Texas
$1.47K – – –
41 42
43
44 45