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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1176
Kurt F. Somerville
– -$243K -6,200 Closed
BWFA
1177
Baltimore-Washington Financial Advisors
Maryland
– -$238K -6,076 Closed
PWM
1178
Perigon Wealth Management
California
– -$234K -5,966 Closed
RCAG
1179
Rehmann Capital Advisory Group
Michigan
– -$232K -5,913 Closed
RPGK
1180
Retirement Planning Group (Kansas)
Kansas
– -$231K -5,900 Closed
CCM
1181
Coerente Capital Management
Ontario, Canada
– -$229K -5,860 Closed
SW
1182
SkyOak Wealth
Michigan
– -$226K -5,760 Closed
CNTOF
1183
Canandaigua National Trust of Florida
New York
– -$223K -5,697 Closed
RWM
1184
RBA Wealth Management
California
– -$218K -5,556 Closed
OPOWM
1185
One Plus One Wealth Management
Florida
– -$215K -5,499 Closed
HAG
1186
HighPoint Advisor Group
Illinois
– -$213K -5,450 Closed
DT
1187
Diversified Trust
Tennessee
– -$210K -5,362 Closed
CPA
1188
Capital Planning Advisors
California
– -$209K -5,326 Closed
JTF
1189
J. Team Financial
Texas
– -$208K -5,326 Closed
WIA
1190
World Investment Advisors
California
– -$205K -5,227 Closed
BFO
1191
Boston Family Office
Massachusetts
– -$204K -5,200 Closed
IP
1192
Indivisible Partners
Florida
– -$203K -5,193 Closed
BPW
1193
Bingham Private Wealth
California
– -$202K -5,171 Closed
WAG
1194
Wallace Advisory Group
California
– -$201K -5,126 Closed
TPBG
1195
Turning Point Benefit Group
Maryland
– -$159K -4,052 Closed
CL
1196
CSS LLC
Illinois
– -$156K -3,990 Closed
SHF
1197
Safe Harbor Fiduciary
Florida
– -$118K -3,010 Closed
SSG
1198
Summit Securities Group
New York
– -$109K -2,795 Closed
WC
1199
Wexford Capital
Florida
– -$101K -2,586 Closed
SIM
1200
Sentry Investment Management
Wisconsin
– -$83K -2,117 Closed
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48
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