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Old Republic International
ORI

Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
551
Oakmont Advisory Group
New Mexico
$20.8K +$20.1K +508 New
AF
552
Advisornet Financial
Minnesota
$20.5K – – –
MHR
553
Matthew Hamilton Rosenberg
$20.5K – – –
SWM
554
SHP Wealth Management
Massachusetts
$20.5K – – –
FFO
555
Fortitude Family Office
Arizona
$20.1K +$9.23K +233 +90%
BC
556
Bayforest Capital
United Kingdom
$20K -$56.2K -1,418 -74%
W
557
WealthCollab
Washington
$19.8K – – –
WETS
558
Wealth Enhancement Trust Services
South Dakota
$19.7K -$3.21K -81 -14%
1NWS
559
1 North Wealth Services
Maryland
$19.2K – – –
CAL
560
Capital Advisors Ltd
Ohio
$18K – – –
CFM
561
Compass Financial Management
Florida
$17.7K +$16.9K +427 New
CT
562
Colonial Trust
South Carolina
$17.1K -$515 -13 -3%
HIA
563
Harbor Investment Advisory
Maryland
$16.4K – – –
EWP
564
Elevation Wealth Partners
California
$16.4K +$12.4K +312 +355%
CIM
565
Contravisory Investment Management
Massachusetts
$16.2K – – –
TC
566
Truvestments Capital
Florida
$12.4K +$79 +2 +0.7%
GPI
567
General Partner Inc
Pennsylvania
$11.8K – – –
WA
568
WPG Advisers
Maryland
$11.5K -$27.6K -697 -71%
BIAS
569
Beacon Investment Advisory Services
New Jersey
$11.5K – – –
OCWP
570
Owl Creek Wealth Partners
Colorado
$11.3K +$991 +25 +10%
APFP
571
Action Point Financial Planning
Michigan
$11K +$10.8K +272 New
CFO
572
CVA Family Office
Colorado
$10.1K -$168K -4,243 -95%
PWMG
573
Private Wealth Management Group
New Jersey
$9.78K – – –
BIA
574
Bell Investment Advisors
California
$8.8K – – –
GIA
575
GHP Investment Advisors
Colorado
$8.72K – – –
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