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ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
Perigon Wealth Management
California
$791K +$85.1K +933 +12%
RCA
927
Resonant Capital Advisors
Wisconsin
$787K -$354K -3,881 -31%
CF
928
Convergence Financial
Missouri
$787K -$120K -1,311 -13%
PSP
929
Principal Street Partners
Tennessee
$785K -$8.94K -98 -1%
SWM
930
SHP Wealth Management
Massachusetts
$782K +$64.2K +704 +9%
PCG
931
Prosperity Consulting Group
Maryland
$781K -$200K -2,193 -21%
FNBSF
932
First National Bank Sioux Falls
South Dakota
$781K – – –
MC
933
Moors & Cabot
Massachusetts
$780K -$138K -1,513 -15%
RAG
934
RIA Advisory Group
Iowa
$775K -$398K -4,367 -34%
ATPW
935
Ashton Thomas Private Wealth
Arizona
$774K +$42.6K +467 +6%
SAI
936
Savvy Advisors Inc
New York
$773K +$94K +1,030 +14%
NRW
937
Nova R Wealth
Kansas
$771K +$6.57K +72 +0.9%
DWT
938
Dorsey & Whitney Trust
South Dakota
$770K -$13.6K -149 -2%
PL
939
Perpetual Ltd
Australia
$765K +$1.09K +12 +0.1%
RCM
940
RB Capital Management
Nevada
$762K -$77.9K -854 -9%
TW
941
ticino wealth
California
$762K +$129K +1,412 +21%
IAS
942
Insigneo Advisory Services
Florida
$753K -$179K -1,962 -19%
CFP
943
Catalyst Financial Partners
Massachusetts
$752K -$57.6K -631 -7%
NG
944
Norden Group
Utah
$752K -$20.6K -226 -3%
LFA
945
Legacy Financial Advisors
Kentucky
$752K +$14.8K +162 +2%
CNAM
946
Campbell Newman Asset Management
Wisconsin
$738K – – –
WCM
947
WealthBridge Capital Management
Ohio
$735K +$118K +1,298 +19%
DWP
948
Destiny Wealth Partners
Florida
$726K -$15.5K -170 -2%
CI
949
Cigna Investments
Connecticut
$725K -$10.3K -113 -1%
VCM
950
Versant Capital Management
Arizona
$721K +$16.8K +184 +2%
36 37
38
39 40