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ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1001
Contravisory Investment Management
Massachusetts
$620K – – –
KF
1002
Krilogy Financial
Missouri
$617K +$26.9K +295 +5%
CWG
1003
Cornerstone Wealth Group
North Carolina
$614K +$157K +1,717 +35%
EIA
1004
Edgemoor Investment Advisors
Maryland
$613K – – –
MCM
1005
Manchester Capital Management
Vermont
$610K -$1.46K -16 -0.2%
PTP
1006
Platform Technology Partners
New York
$608K +$122K +1,335 +25%
JC
1007
Jacobs & Co
California
$607K – – –
SP
1008
SIH Partners
Delaware
$607K +$601K +6,588 New
BTI
1009
Blue Trust Inc
Georgia
$606K +$59.4K +651 +11%
ILI
1010
Invesco LLC (Illinois)
Illinois
$597K +$40.6K +445 +7%
GD
1011
Grandfield & Dodd
New York
$597K – – –
GRP
1012
Global Retirement Partners
California
$595K +$589K +6,460 New
CI
1013
CX Institutional
Indiana
$594K -$7.12K -78 -1%
MMPW
1014
Mitchell McLeod Pugh & Williams
Alabama
$594K – – –
CIM
1015
Cambria Investment Management
California
$592K +$586K +6,428 New
QWP
1016
Quotient Wealth Partners
Texas
$592K +$28.6K +314 +5%
PDL
1017
Portfolio Design Labs
California
$588K -$4.83K -53 -0.8%
ONB
1018
Old National Bancorp
Indiana
$586K +$27.1K +297 +5%
VA
1019
VestGen Advisors
Illinois
$584K -$156K -1,707 -21%
CCFM
1020
Clear Creek Financial Management
Washington
$581K +$5.2K +57 +0.9%
SPC
1021
Sigma Planning Corp
Michigan
$576K -$1.41M -15,440 -71%
IAS
1022
IMA Advisory Services
Colorado
$576K +$22.3K +244 +4%
SFG
1023
SageGuard Financial Group
Tennessee
$576K +$571K +6,258 New
SWA
1024
Strategies Wealth Advisors
Michigan
$575K – – –
BAM
1025
Berkshire Asset Management
Pennsylvania
$570K +$730 +8 +0.1%
39 40
41
42 43