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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
1076
Evelyn Partners Investment Management
$17.2K +$17.1K +300 New
PP
1077
PFS Partners
New Jersey
$16.6K – – –
PWMG
1078
Private Wealth Management Group
New Jersey
$16.3K – – –
KFI
1079
Key Financial Inc
Pennsylvania
$16.1K +$8.94K +157 +127%
CWC
1080
Carolinas Wealth Consulting
North Carolina
$15.3K -$10.6K -186 -41%
OCM
1081
Osterweis Capital Management
California
$14.9K – – –
LI
1082
LRI Investments
Florida
$14.7K – – –
RCM
1083
Raleigh Capital Management
North Carolina
$14.6K +$570 +10 +4%
GWM
1084
Geneos Wealth Management
Colorado
$13.8K – – –
SSG
1085
Summit Securities Group
New York
$12.7K +$12.6K +222 New
KWAG
1086
Kiely Wealth Advisory Group
North Carolina
$12.7K – – –
FMP
1087
Financial Management Professionals
Texas
$12.6K +$10.7K +188 +588%
CWM
1088
Cranbrook Wealth Management
Michigan
$12.5K – – –
DF
1089
Dunhill Financial
United Kingdom
$12.2K +$2.33K +41 +24%
LWCFA
1090
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
CSB
1091
City State Bank
Iowa
$11.5K – – –
WIM
1092
Westside Investment Management
California
$11.5K – – –
CWA
1093
Carolina Wealth Advisors
South Carolina
$11.4K – – –
NWWA
1094
New Wave Wealth Advisors
Arkansas
$10.5K +$10.4K +183 New
ME
1095
McIlrath & Eck
Washington
$10.3K -$363K -6,372 -97%
SNB
1096
Security National Bank
Nebraska
$10K – – –
RWM
1097
Raffa Wealth Management
District of Columbia
$9.87K – – –
AWM
1098
Abound Wealth Management
Tennessee
$9.76K -$911 -16 -9%
HC
1099
Hurley Capital
New York
$9.39K +$9.11K +160 New
VWA
1100
Valued Wealth Advisors
Utah
$9.3K +$1.94K +34 +27%
42 43
44
45 46