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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1101
Proffitt & Goodson
Tennessee
$3.06K +$3.21K +68 New
PWMG
1102
Prestige Wealth Management Group
New Jersey
$2.88K – – –
ADL
1103
Asset Dedication LLC
California
$2.88K +$2.26K +48 +300%
BLC
1104
Brown, Lisle/Cummings
Rhode Island
$2.83K – – –
CIA
1105
Cape Investment Advisory
Georgia
$2.79K +$943 +20 +48%
DF
1106
Dunhill Financial
United Kingdom
$2.6K -$6.83K -145 -71%
Q1WB
1107
Quest 10 Wealth Builders
Virginia
$2.59K +$2.4K +51 +729%
SC
1108
Solstein Capital
California
$2.52K – – –
CWP
1109
Clark Wealth Partners
Illinois
$2.51K -$60.4K -1,281 -95%
CFP
1110
Comprehensive Financial Planning
Pennsylvania
$2.43K +$1.04K +22 +69%
GA
1111
Guerra Advisors
Florida
$2.36K +$2.45K +52 New
BHWM
1112
Bay Harbor Wealth Management
Maryland
$2.29K +$1.27K +27 +113%
AA
1113
Ancora Advisors
Ohio
$2.25K -$236 -5 -9%
VNA
1114
Valley National Advisers
Pennsylvania
$2K +$2.88K +61 New
TCB
1115
Texas Capital Bancshares
Texas
$1.93K +$2.03K +43 New
PWA
1116
Principia Wealth Advisory
Texas
$1.84K -$3.35K -71 -63%
UCB
1117
United Community Bank
South Carolina
$1.8K +$1.89K +40 New
CWM
1118
Crowley Wealth Management
Delaware
$1.62K – – –
AP
1119
Aspect Partners
Virginia
$1.62K +$1.7K +36 New
RWM
1120
Rialto Wealth Management
New York
$1.49K +$990 +21 +175%
LIM
1121
Longfellow Investment Management
Massachusetts
$1.44K – – –
VWM
1122
Vermillion Wealth Management
Minnesota
$1.39K +$1.46K +31 New
FCAS
1123
First Command Advisory Services
Texas
$1.35K – – –
KG
1124
Kilter Group
New York
$1.26K -$2.54K -54 -66%
CIAS
1125
CBIZ Investment Advisory Services
Ohio
$1.21K -$5.42K -115 -81%
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