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ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
976
1776 Wealth
Georgia
$634K -$27.4K -300 -4%
IC
977
Inscription Capital
Texas
$634K +$312K +3,419 +95%
VA
978
Valmark Advisers
Ohio
$629K +$84.2K +924 +15%
PP
979
PDS Planning
Ohio
$627K +$50.6K +555 +9%
JSW
980
Journey Strategic Wealth
New Jersey
$626K +$331K +3,633 +110%
SIAM
981
Sterling Investment Advisors (Missouri)
Missouri
$626K +$565K +6,198 +161%
SSWM
982
Sheets Smith Wealth Management
North Carolina
$626K +$6.84K +75 +1%
CCIA
983
Cherry Creek Investment Advisors
Colorado
$626K +$88.4K +970 +16%
BWP
984
Barlow Wealth Partners
Kentucky
$624K – – –
TC
985
TownSquare Capital
Utah
$621K -$7.31M -80,136 -92%
FFA
986
Founders Financial Alliance
North Carolina
$619K +$72.5K +795 +13%
TCA
987
Transcend Capital Advisors
New Jersey
$618K -$263K -2,880 -30%
PFT
988
Providence First Trust
Arizona
$618K +$13.7K +150 +2%
HIIFS
989
Harel Insurance Investments & Financial Services
Israel
$614K +$350K +3,844 +129%
CPRC
990
Consolidated Portfolio Review Corp
New York
$611K +$170K +1,860 +38%
A
991
AlphaQuest
New York
$609K -$535K -5,873 -47%
SAM
992
Smithbridge Asset Management
Pennsylvania
$608K – – –
BWP
993
Burling Wealth Partners
Illinois
$608K +$77.7K +852 +14%
SAG
994
SageView Advisory Group
California
$608K +$316K +3,467 +125%
UF
995
Univest Financial
Pennsylvania
$604K -$52K -570 -8%
BPA
996
Beacon Pointe Advisors
California
$603K -$19.3K -212 -3%
F4L
997
Fortune 45 LLC
Louisiana
$603K +$74.8K +820 +14%
FCM
998
Fortis Capital Management
Washington
$601K -$79.8K -875 -12%
EIA
999
Edgemoor Investment Advisors
Maryland
$600K – – –
CWMK
1000
Caliber Wealth Management (Kansas)
Kansas
$597K +$604K +6,619 New
38 39
40
41 42