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ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1301
Avidian Wealth Enterprises
Texas
$228K -$26K -285 -10%
HFP
1302
Holistic Financial Partners
Indiana
$228K -$274 -3 -0.1%
FCBT
1303
First Citizens Bank & Trust
North Carolina
$228K +$2.28K +25 +1%
BAM
1304
Belpointe Asset Management
Nevada
$227K -$62.6K -687 -21%
VA
1305
VestGen Advisors
Illinois
$227K -$979K -10,738 -81%
BSI
1306
Bennett Selby Investments
Maine
$227K – – –
CT
1307
Coastline Trust
Rhode Island
$227K – – –
HPIA
1308
Hamilton Point Investment Advisors
North Carolina
$227K – – –
BPW
1309
Bingham Private Wealth
California
$227K -$26.2K -287 -10%
ARMT
1310
Amica Retiree Medical Trust
Rhode Island
$226K – – –
GAM
1311
Grandview Asset Management
Pennsylvania
$225K +$228K +2,501 New
PA
1312
PharVision Advisers
Florida
$225K +$227K +2,495 New
CRWM
1313
Castle Rock Wealth Management
California
$224K +$456 +5 +0.2%
ET
1314
Equitable Trust
Tennessee
$224K -$32.8K -360 -13%
SWM
1315
Segment Wealth Management
Texas
$224K – – –
KFGK
1316
Keystone Financial Group (Kentucky)
Kentucky
$223K +$2.73K +30 +1%
IIC
1317
Ironwood Investment Counsel
Arizona
$222K +$28.7K +315 +15%
TB
1318
Terril Brothers
Missouri
$220K – – –
EL
1319
EWA LLC
Pennsylvania
$219K +$4.56K +50 +2%
NFSG
1320
Newbridge Financial Services Group
Florida
$216K +$130K +1,426 +146%
AWA
1321
AGH Wealth Advisors
Kansas
$216K +$5.47K +60 +3%
GIA
1322
Gateway Investment Advisers
Ohio
$216K -$6.84K -75 -3%
RCP
1323
Rothschild Capital Partners
New York
$216K – – –
T
1324
Tableaux
Massachusetts
$216K – – –
ACM
1325
AlphaStar Capital Management
North Carolina
$216K +$219K +2,400 New
51 52
53
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