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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1101
Comprehensive Financial Planning
Pennsylvania
$2.11K – – –
FMP
1102
Financial Management Professionals
Texas
$2.08K +$1.53K +37 +231%
WWM
1103
Wolff Wiese Magana
California
$1.96K +$1.24K +30 +150%
BHWM
1104
Bay Harbor Wealth Management
Maryland
$1.84K -$166 -4 -8%
CIAS
1105
CBIZ Investment Advisory Services
Ohio
$1.76K +$746 +18 +67%
OC
1106
Optima Capital
Oregon
$1.76K +$1.87K +45 New
SWM
1107
SHP Wealth Management
Massachusetts
$1.76K +$1.87K +45 New
SEP
1108
Signature Equity Partners
Ohio
$1.64K +$1.74K +42 New
TSMHT
1109
Thurston Springer Miller Herd & Titak
Indiana
$1.57K +$1.66K +40 New
STB
1110
S&T Bank
Pennsylvania
$1.53K +$1.12K +27 +225%
TF
1111
Tompkins Financial
New York
$1.49K +$1.58K +38 New
AP
1112
Aspect Partners
Virginia
$1.41K – – –
QA
1113
Quattro Advisors
Pennsylvania
$1.41K +$1.49K +36 New
PWA
1114
Principia Wealth Advisory
Texas
$1.37K -$249 -6 -15%
FCAS
1115
First Command Advisory Services
Texas
$1.18K – – –
MW
1116
Merited Wealth
Florida
$1.14K +$1.2K +29 New
BFS
1117
Bare Financial Services
Pennsylvania
$1.1K -$2.2K -53 -65%
VNA
1118
Valley National Advisers
Pennsylvania
$1K -$622 -15 -25%
IIM
1119
IFC & Insurance Marketing
California
$1K +$995 +24 New
S
1120
Sachetta
Massachusetts
$783 -$3.73K -90 -82%
RWM
1121
Rialto Wealth Management
New York
$705 -$622 -15 -45%
UCB
1122
United Community Bank
South Carolina
$626 -$995 -24 -60%
HWP
1123
Highline Wealth Partners
California
$626 +$663 +16 New
ACA
1124
American Capital Advisory
Idaho
$588 -$249 -6 -29%
LIA
1125
Luken Investment Analytics
Tennessee
$587 +$622 +15 New
43 44
45
46 47