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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1076
Financial Gravity Asset Management
Texas
$5.53K +$5.8K +123 New
DWM
1077
Dogwood Wealth Management
Kansas
$5.49K -$589K -12,508 -99%
BAM
1078
Bellevue Asset Management
Washington
$5.4K +$47 +1 +0.8%
AWM
1079
Abound Wealth Management
Tennessee
$5.35K – – –
MSWM
1080
Mowery & Schoenfeld Wealth Management
Illinois
$5.35K – – –
AGWCA
1081
Annis Gardner Whiting Capital Advisors
Florida
$4.95K -$3.16K -67 -38%
CWP
1082
Concord Wealth Partners
Virginia
$4.95K – – –
S
1083
Sachetta
Massachusetts
$4.95K +$3.68K +78 +244%
VWA
1084
Valued Wealth Advisors
Utah
$4.18K -$2.54K -54 -37%
DPW
1085
DiNuzzo Private Wealth
Pennsylvania
$4.15K -$236 -5 -6%
RTL
1086
Red Tortoise LLC
Georgia
$4.14K – – –
AWM
1087
Activest Wealth Management
Florida
$4.09K +$1.93K +41 +82%
CAM
1088
Close Asset Management
United Kingdom
$4K +$754 +16 +19%
TVWM
1089
Tower View Wealth Management
Wisconsin
$3.96K – – –
MAM
1090
Marquette Asset Management
Minnesota
$3.96K +$4.15K +88 New
SS
1091
Sunbelt Securities
Texas
$3.87K -$20.9K -444 -84%
HNW
1092
High Note Wealth
Minnesota
$3.73K +$47 +1 +1%
BFS
1093
Bare Financial Services
Pennsylvania
$3.64K -$283 -6 -7%
CJ
1094
Caitlin John
Michigan
$3.6K +$3.77K +80 New
SPF
1095
South Plains Financial
Texas
$3.6K – – –
SN
1096
Sittner & Nelson
Oregon
$3.33K – – –
MEG
1097
Millstone Evans Group
Colorado
$3.24K – – –
GWM
1098
Geneos Wealth Management
Colorado
$3.19K -$61.9K -1,313 -95%
CFG
1099
Clayton Financial Group
Missouri
$3.1K +$3.25K +69 New
PG
1100
Proffitt & Goodson
Tennessee
$3.06K +$3.21K +68 New
42 43
44
45 46