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Copart
CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1226
IFC Advisors
California
– -$227K -4,624 Closed
DWM
1227
Drive Wealth Management
Utah
– -$221K -4,496 Closed
ANTB
1228
AMG National Trust Bank
Colorado
– -$220K -4,484 Closed
LOIM
1229
Liberty One Investment Management
Illinois
– -$220K -4,483 Closed
MYAM
1230
Meiji Yasuda Asset Management
Japan
– -$219K -4,454 Closed
HH
1231
HWG Holdings
Texas
– -$215K -4,390 Closed
MWM
1232
Maridea Wealth Management
New York
– -$213K -4,342 Closed
ISWM
1233
Independent Solutions Wealth Management
New York
– -$212K -4,323 Closed
AG
1234
Ascent Group
Virginia
– -$210K -4,279 Closed
MCWA
1235
Meadow Creek Wealth Advisors
Georgia
– -$209K -4,260 Closed
SVWAG
1236
Sound View Wealth Advisors Group
Georgia
– -$209K -4,252 Closed
AWA
1237
Aaron Wealth Advisors
Illinois
– -$208K -4,236 Closed
VCP
1238
Vista Capital Partners
Oregon
– -$207K -4,228 Closed
AFW
1239
Avantra Family Wealth
Pennsylvania
– -$206K -4,208 Closed
CIA
1240
Concurrent Investment Advisors
Florida
– -$206K -4,205 Closed
BOH
1241
Bank of Hawaii
Hawaii
– -$206K -4,200 Closed
ARC
1242
Advisor Resource Council
Texas
– -$205K -4,178 Closed
TA
1243
TrueWealth Advisors
Alabama
– -$200K -4,085 Closed
BCMLT
1244
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$177K -3,598 Closed
GM
1245
GeoWealth Management
Illinois
– -$172K -3,497 Closed
GWM
1246
Gitterman Wealth Management
New Jersey
– -$106K -2,153 Closed
RI
1247
Ridgewood Investments
New Jersey
– -$99.7K -2,031 Closed
PSFG
1248
Park Square Financial Group
Georgia
– -$49.7K -1,012 Closed
GC
1249
GFG Capital
Florida
– -$36.8K -750 Closed
ACM
1250
Accent Capital Management
Ohio
– -$31.6K -644 Closed
48 49
50
51 52