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ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
SHP Wealth Management
Massachusetts
$782K +$64.2K +704 +9%
PCG
927
Prosperity Consulting Group
Maryland
$781K -$200K -2,193 -21%
FNBSF
928
First National Bank Sioux Falls
South Dakota
$781K – – –
MC
929
Moors & Cabot
Massachusetts
$780K -$138K -1,513 -15%
RAG
930
RIA Advisory Group
Iowa
$775K -$398K -4,367 -34%
ATPW
931
Ashton Thomas Private Wealth
Arizona
$774K +$42.6K +467 +6%
SAI
932
Savvy Advisors Inc
New York
$773K +$94K +1,030 +14%
NRW
933
Nova R Wealth
Kansas
$771K +$6.57K +72 +0.9%
DWT
934
Dorsey & Whitney Trust
South Dakota
$770K -$13.6K -149 -2%
PL
935
Perpetual Ltd
Australia
$765K +$1.09K +12 +0.1%
RCM
936
RB Capital Management
Nevada
$762K -$77.9K -854 -9%
TW
937
ticino wealth
California
$762K +$129K +1,412 +21%
IAS
938
Insigneo Advisory Services
Florida
$753K -$179K -1,962 -19%
CFP
939
Catalyst Financial Partners
Massachusetts
$752K -$57.6K -631 -7%
NG
940
Norden Group
Utah
$752K -$20.6K -226 -3%
LFA
941
Legacy Financial Advisors
Kentucky
$752K +$14.8K +162 +2%
CNAM
942
Campbell Newman Asset Management
Wisconsin
$738K – – –
WCM
943
WealthBridge Capital Management
Ohio
$735K +$118K +1,298 +19%
DWP
944
Destiny Wealth Partners
Florida
$726K -$15.5K -170 -2%
CI
945
Cigna Investments
Connecticut
$725K -$10.3K -113 -1%
VCM
946
Versant Capital Management
Arizona
$721K +$16.8K +184 +2%
CWAG
947
Compton Wealth Advisory Group
Virginia
$717K – – –
SEIA
948
Signature Estate & Investment Advisors
California
$717K -$45.2K -495 -6%
RIA
949
Regal Investment Advisors
Michigan
$712K -$102K -1,117 -13%
IWM
950
Iams Wealth Management
Nebraska
$711K +$134K +1,465 +23%
36 37
38
39 40