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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1051
SJS Investment Consulting
Ohio
$44.5K -$38K -676 -46%
FNWA
1052
Financial Network Wealth Advisors
Utah
$44.3K +$26.6K +473 +153%
TWD
1053
True Wealth Design
Ohio
$41.2K +$3.04K +54 +8%
FFO
1054
Fortitude Family Office
Arizona
$39.3K – – –
QL
1055
Quarry LP
New York
$38.4K +$7.99K +142 +26%
SL
1056
Salomon & Ludwin
Virginia
$37.9K – – –
TCOV
1057
Trust Company of Vermont
Vermont
$37.6K -$15.6K -278 -29%
ACM
1058
Accent Capital Management
Ohio
$36.4K +$36.2K +644 New
PK
1059
Pflug Koory
Nebraska
$34K – – –
IFS
1060
Intelligent Financial Strategies
Minnesota
$32.5K – – –
BIA
1061
Bell Investment Advisors
California
$30.4K – – –
HWA
1062
HHM Wealth Advisors
Tennessee
$30.3K -$2.59K -46 -8%
OIA
1063
Optimum Investment Advisors
Illinois
$29K – – –
SA
1064
SRH Advisors
Kansas
$28.1K – – –
RA
1065
Rise Advisors
New York
$27.8K -$225 -4 -0.8%
PWAM
1066
Private Wealth Asset Management
Iowa
$27.7K +$27.5K +489 New
JWA
1067
JFS Wealth Advisors
Pennsylvania
$27.5K +$563 +10 +2%
OP
1068
ORG Partners
Indiana
$26.8K -$244K -4,336 -90%
CCM
1069
Cloud Capital Management
Washington
$26K +$26.8K +476 New
SO
1070
Sierra Ocean
California
$23.7K – – –
EB
1071
Eastern Bank
Massachusetts
$23.1K -$44.3K -788 -66%
RS
1072
Rakuten Securities
Japan
$22.8K +$17.9K +318 +374%
WBC
1073
West Branch Capital
Massachusetts
$22.6K – – –
RDFA
1074
Ritter Daniher Financial Advisory
Ohio
$22.2K – – –
BOJHT
1075
Bank of Jackson Hole Trust
Wyoming
$21.9K – – –
41 42
43
44 45