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ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
526
Orion Portfolio Solutions
Nebraska
$3.48M +$27.8K +345 +0.8%
VIPI
527
Vista Investment Partners II
Indiana
$3.44M +$3.51M +43,545 New
FNBOMD
528
First National Bank of Mount Dora
Florida
$3.44M -$30.2K -375 -0.9%
CFSG
529
Community Financial Services Group
Vermont
$3.43M +$85.9K +1,065 +3%
BEI
530
Benjamin Edwards Inc
Missouri
$3.42M -$284K -3,525 -8%
ACM
531
Advisors Capital Management
New Jersey
$3.4M +$26.6K +330 +0.8%
LTAS
532
Linden Thomas Advisory Services
North Carolina
$3.37M +$256K +3,180 +8%
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.36M -$155K -1,920 -5%
EWM
534
Evercore Wealth Management
New York
$3.35M – – –
FAN
535
Financial Advisors Network
California
$3.32M +$3.38M +41,955 New
NMERB
536
New Mexico Educational Retirement Board
New Mexico
$3.31M -$121K -1,500 -3%
CC
537
Chicago Capital
Illinois
$3.29M – – –
PD
538
Point72 (DIFC)
United Arab Emirates
$3.28M +$3.34M +41,475 New
LGWM
539
Litman Gregory Wealth Management
California
$3.25M -$56.8K -705 -2%
FCM
540
Fourpath Capital Management
Oklahoma
$3.23M +$19.4K +240 +0.6%
IAA
541
Independent Advisor Alliance
North Carolina
$3.18M +$1.33M +16,515 +70%
PS
542
Principal Securities
Iowa
$3.16M +$154K +1,905 +5%
CWP
543
Cyndeo Wealth Partners
Florida
$3.16M +$185K +2,295 +6%
PIWA
544
Prevail Innovative Wealth Advisors
Kansas
$3.13M -$50.8K -630 -2%
JWM
545
JPL Wealth Management
Colorado
$3.12M +$3.18M +39,495 New
AAS
546
Avantax Advisory Services
Texas
$3.11M +$541K +6,705 +21%
AG
547
AlTi Global
New York
$3.11M -$776K -9,630 -20%
MAM
548
Meeder Asset Management
Ohio
$3.02M +$2.18M +27,075 +242%
AIM
549
Allen Investment Management
New York
$3.02M – – –
SIG
550
Stonegate Investment Group
Alabama
$3.01M +$50.8K +630 +2%
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