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ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
851
Transform Wealth
Colorado
$602K -$6.33M -86,115 -92%
STAS
852
Strong Tower Advisory Services
Minnesota
$601K +$33.1K +450 +6%
CAG
853
Crestwood Advisors Group
Massachusetts
$600K +$6.61K +90 +1%
CW
854
CIC Wealth
Maryland
$599K -$1.1K -15 -0.2%
FWP
855
FAS Wealth Partners
Kansas
$597K +$120K +1,635 +27%
SGI
856
Summit Global Investments
Utah
$596K -$16.5K -225 -3%
SI
857
Seeds Investor
New York
$595K -$32K -435 -5%
FFN
858
Focus Financial Network
Minnesota
$590K +$6.61K +90 +1%
I
859
InceptionR
California
$590K +$564K +7,680 New
EWA
860
EverSource Wealth Advisors
Alabama
$588K +$60.6K +825 +12%
MOS
861
MGO One Seven
Ohio
$587K +$51.8K +705 +10%
LP
862
LGL Partners
Pennsylvania
$585K – – –
CIM
863
Chapman Investment Management
California
$584K – – –
SC
864
Scotia Capital
Ontario, Canada
$583K -$5.26M -71,550 -90%
RA
865
RiverPark Advisors
New York
$580K +$22K +300 +4%
JWCA
866
J.W. Cole Advisors
Florida
$579K -$49.6K -675 -8%
1W
867
1776 Wealth
Georgia
$576K -$47.4K -645 -8%
BCM
868
Brookstone Capital Management
Illinois
$576K -$19.8K -270 -3%
MSCM
869
McElhenny Sheffield Capital Management
Texas
$576K -$18.7K -255 -3%
ITFISA
870
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$576K – – –
SAM
871
Summit Asset Management
Tennessee
$571K – – –
VWM
872
Valley Wealth Managers
New Jersey
$571K +$154K +2,100 +39%
CFP
873
Catalyst Financial Partners
Massachusetts
$570K +$1.1K +15 +0.2%
BPA
874
Beacon Pointe Advisors
California
$567K -$367K -4,995 -40%
WA
875
Waddell & Associates
Tennessee
$567K – – –
33 34
35
36 37