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ORLY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
1501
Retirement Wealth Solutions
Wisconsin
$57.5K – – –
KPP
1502
Kings Path Partners
Texas
$57.5K – – –
AF
1503
Abound Financial
California
$55.5K +$59.5K +609 New
GAFA
1504
Garton & Associates Financial Advisors
Kentucky
$54.7K +$58.6K +600 New
GA
1505
GoalVest Advisory
New York
$53.8K – – –
HWA
1506
HHM Wealth Advisors
Tennessee
$53.4K – – –
TCM
1507
Tradewinds Capital Management
Washington
$52K – – –
BFP
1508
Birchwood Financial Partners
Minnesota
$52K +$55.7K +570 New
SL
1509
Salomon & Ludwin
Virginia
$50.4K +$13K +133 +31%
VC
1510
Vestor Capital
Illinois
$50K +$98.7K +1,010 +184%
EDRH
1511
Edmond de Rothschild Holding
Switzerland
$49.3K – – –
NL
1512
NorthAvenue LLC
Ohio
$46.5K +$49.8K +510 New
EPIMS
1513
Evelyn Partners Investment Management Services
$45.8K – – –
FCG
1514
Financial Connections Group
California
$45K – – –
CM
1515
Capula Management
Cayman Islands
$44.3K +$47.5K +486 New
GIA
1516
GHP Investment Advisors
Colorado
$43.8K -$220K -2,250 -82%
MCM
1517
MidAtlantic Capital Management
Virginia
$43.8K +$46.9K +480 New
EWM
1518
Evermay Wealth Management
Virginia
$41.8K +$782 +8 +2%
JWA
1519
JFS Wealth Advisors
Pennsylvania
$41.1K +$7.91K +81 +22%
OC
1520
Oakworth Capital
Alabama
$41K +$16.1K +165 +58%
PSB
1521
Piscataqua Savings Bank
New Hampshire
$41K – – –
FFA
1522
Frazier Financial Advisors
Ohio
$40.6K +$391 +4 +0.9%
WWA
1523
Wealth Watch Advisors
Colorado
$40K +$20.7K +212 +93%
HIIFS
1524
Harel Insurance Investments & Financial Services
Israel
$40K -$913K -9,349 -96%
SIC
1525
SJS Investment Consulting
Ohio
$38.9K +$40.3K +412 +2,747%
59 60
61
62 63