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O'Reilly Automotive
ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
1051
Moody Lynn & Lieberson
Massachusetts
$201K – – –
CPRC
1052
Consolidated Portfolio Review Corp
New York
$201K +$208K +3,315 New
IP
1053
Isthmus Partners
Wisconsin
$200K – – –
VSQM
1054
V-Square Quantitative Management
Illinois
$191K +$198K +3,150 New
SWM
1055
Sugarloaf Wealth Management
Georgia
$187K – – –
BWP
1056
Baldwin Wealth Partners
Massachusetts
$185K – – –
AA
1057
Alta Advisers
United Kingdom
$182K – – –
TC
1058
Truvestments Capital
Florida
$182K – – –
CHC
1059
City Holding Co
West Virginia
$182K – – –
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$175K +$7.53K +120 +4%
OAG
1061
Orbis Allan Gray
Bermuda
$174K -$12.5M -199,785 -99%
USB
1062
Union Savings Bank
Connecticut
$173K – – –
RA
1063
Rational Advisors
New York
$172K +$70.6K +1,125 +66%
CFD
1064
Creative Financial Designs
Indiana
$166K – – –
WWP
1065
WR Wealth Planners
Missouri
$165K – – –
SIS
1066
Sound Income Strategies
Florida
$157K – – –
VAG
1067
VisionPoint Advisory Group
Texas
$155K +$44.2K +705 +38%
CCA
1068
Column Capital Advisors
Indiana
$151K – – –
TCOV
1069
Trust Company of Vermont
Vermont
$146K – – –
GRP
1070
Global Retirement Partners
California
$142K +$18.8K +300 +14%
SIA
1071
Sit Investment Associates
Minnesota
$141K -$9.41K -150 -6%
RDFA
1072
Ritter Daniher Financial Advisory
Ohio
$140K +$19.8K +315 +16%
HA
1073
Homestead Advisers
Virginia
$137K – – –
VCM
1074
Versant Capital Management
Arizona
$135K – – –
ADL
1075
Asset Dedication LLC
California
$133K +$21.6K +345 +19%
41 42
43
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