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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
626
CNB Bank
Pennsylvania
$266K +$28.8K +936 +13%
CWP
627
Curated Wealth Partners
California
$265K +$249K +8,104 New
TW
628
TrinityPoint Wealth
Connecticut
$263K +$15.2K +496 +7%
AI
629
Accredited Investors
Minnesota
$262K – – –
SCM
630
Shelton Capital Management
Colorado
$258K -$16K -520 -6%
TAM
631
Trust Asset Management
Texas
$258K +$243K +7,896 New
PP
632
Pegasus Partners
Wisconsin
$255K -$566K -18,408 -70%
CIC
633
Crawford Investment Counsel
Georgia
$254K -$32.8K -1,068 -12%
CA
634
Clearstead Advisors
Ohio
$252K -$10.8K -352 -4%
SBSB
635
Sullivan, Bruyette, Speros & Blaney
Virginia
$247K +$102K +3,312 +78%
VC
636
Veery Capital
Delaware
$247K +$232K +7,548 New
RCA
637
Rowland Carmichael Advisors
Arizona
$246K -$201K -6,556 -47%
CCM
638
Copeland Capital Management
Pennsylvania
$246K – – –
EDRH
639
Edmond de Rothschild Holding
Switzerland
$241K – – –
QP
640
Quilter Plc
United Kingdom
$240K +$225K +7,332 New
AWM
641
AE Wealth Management
Kansas
$236K +$222K +7,220 New
EH
642
Employers Holdings
Nevada
$235K +$221K +7,200 New
FMT
643
First Mercantile Trust
Tennessee
$234K -$19.1K -620 -8%
OFS
644
OneAscent Financial Services
Alabama
$232K +$218K +7,088 New
SW
645
SVB Wealth
Massachusetts
$226K +$213K +6,916 New
TCOV
646
Trust Company of Vermont
Vermont
$225K -$24.6K -800 -10%
TMAM
647
Tokio Marine Asset Management
Japan
$224K +$211K +6,860 New
SC
648
Savant Capital
Illinois
$221K +$208K +6,772 New
DDC
649
DF Dent & Co
Maryland
$220K -$164K -5,328 -44%
TA
650
TFG Advisers
Michigan
$218K +$206K +6,688 New
24 25
26
27 28