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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1126
Whipplewood Advisors
Colorado
$6.56K +$1.13K +20 +24%
CWP
1127
Concord Wealth Partners
Virginia
$6.22K – – –
PIM
1128
Plato Investment Management
Australia
$5.95K +$3.83K +68 +189%
FUBT
1129
First United Bank & Trust
Maryland
$5.83K +$5.8K +103 New
IHWM
1130
Iron Horse Wealth Management
Iowa
$5.21K – – –
RTL
1131
Red Tortoise LLC
Georgia
$5.21K – – –
DPW
1132
DiNuzzo Private Wealth
Pennsylvania
$5.15K -$113 -2 -2%
NWM
1133
Nova Wealth Management
Florida
$5.09K +$5.07K +90 New
CAM
1134
Close Asset Management
United Kingdom
$5K – – –
TVWM
1135
Tower View Wealth Management
Wisconsin
$4.98K – – –
HNW
1136
High Note Wealth
Minnesota
$4.75K – – –
PGAM
1137
Princeton Global Asset Management
New Jersey
$4.53K – – –
SPF
1138
South Plains Financial
Texas
$4.53K – – –
SIM
1139
Synergy Investment Management
Florida
$4.53K – – –
DJSG
1140
D.J. St. Germain
Massachusetts
$4.41K +$4.39K +78 New
PAM
1141
Parvin Asset Management
South Dakota
$4.3K +$4.28K +76 New
SN
1142
Sittner & Nelson
Oregon
$4.19K – – –
MEG
1143
Millstone Evans Group
Colorado
$4.07K – – –
PWMG
1144
Prestige Wealth Management Group
New Jersey
$3.62K – – –
RFA
1145
Reyes Financial Architecture
California
$3.62K – – –
BLC
1146
Brown, Lisle/Cummings
Rhode Island
$3.56K +$3.54K +63 New
AGWCA
1147
Annis Gardner Whiting Capital Advisors
Florida
$3.4K +$1.13K +20 +50%
AT
1148
Avalon Trust
New Mexico
$3.17K – – –
SC
1149
Solstein Capital
California
$3.17K – – –
CAM
1150
Creekmur Asset Management
Illinois
$3.06K -$1.58K -28 -34%
44 45
46
47 48