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O'Reilly Automotive
ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1351
Birch Financial Group
New Hampshire
$233K +$19.8K +203 +9%
MHR
1352
Matthew Hamilton Rosenberg
$233K – – –
ZAM
1353
Zevin Asset Management
Massachusetts
$233K – – –
CFO
1354
Cambient Family Office
Michigan
$233K +$249K +2,550 New
SSG
1355
Summit Securities Group
New York
$231K +$149K +1,521 +150%
IIL
1356
Income Insurance Ltd
$231K +$248K +2,537 New
RSWM
1357
Robertson Stephens Wealth Management
California
$231K +$4.79K +49 +2%
LPT
1358
Legacy Private Trust
Wisconsin
$231K -$19.5K -200 -7%
BSI
1359
Bennett Selby Investments
Maine
$230K – – –
HPIA
1360
Hamilton Point Investment Advisors
North Carolina
$230K – – –
PWM
1361
Pines Wealth Management
North Carolina
$229K -$18.4K -188 -7%
CWM
1362
Collaborative Wealth Management
Florida
$228K +$244K +2,495 New
ET
1363
Equitable Trust
Tennessee
$227K – – –
PCH
1364
PGIM Custom Harvest
New Jersey
$227K – – –
SWM
1365
Segment Wealth Management
Texas
$227K – – –
OL
1366
OneFund LLC
Florida
$226K +$8.3K +85 +4%
HIA
1367
Harbor Investment Advisory
Maryland
$226K +$71.8K +735 +42%
HH
1368
HWG Holdings
Texas
$226K +$242K +2,475 New
CCC
1369
Compass Capital Corp
Massachusetts
$226K +$8.4K +86 +4%
KFGK
1370
Keystone Financial Group (Kentucky)
Kentucky
$224K – – –
SOAM
1371
SBI Okasan Asset Management
Japan
$224K +$238K +2,437 New
FCH
1372
Freestone Capital Holdings
Washington
$222K +$52.2K +534 +28%
LAM
1373
LECAP Asset Management
United Kingdom
$222K -$1.69M -17,285 -88%
TC
1374
Trilogy Capital
California
$222K -$18.1K -185 -7%
PPWM
1375
PFG Private Wealth Management
Florida
$220K +$235K +2,410 New
53 54
55
56 57