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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 +1,872 +13%
CWP
627
Curated Wealth Partners
California
$265K +$249K +16,208 New
TW
628
TrinityPoint Wealth
Connecticut
$263K +$15.2K +992 +7%
AI
629
Accredited Investors
Minnesota
$262K – – –
SCM
630
Shelton Capital Management
Colorado
$258K -$16K -1,040 -6%
TAM
631
Trust Asset Management
Texas
$258K +$243K +15,792 New
PP
632
Pegasus Partners
Wisconsin
$255K -$566K -36,816 -70%
CIC
633
Crawford Investment Counsel
Georgia
$254K -$32.8K -2,136 -12%
CA
634
Clearstead Advisors
Ohio
$252K -$10.8K -704 -4%
SBSB
635
Sullivan, Bruyette, Speros & Blaney
Virginia
$247K +$102K +6,624 +78%
VC
636
Veery Capital
Delaware
$247K +$232K +15,096 New
RCA
637
Rowland Carmichael Advisors
Arizona
$246K -$201K -13,112 -47%
CCM
638
Copeland Capital Management
Pennsylvania
$246K – – –
EDRH
639
Edmond de Rothschild Holding
Switzerland
$241K – – –
QP
640
Quilter Plc
United Kingdom
$240K +$225K +14,664 New
AWM
641
AE Wealth Management
Kansas
$236K +$222K +14,440 New
EH
642
Employers Holdings
Nevada
$235K +$221K +14,400 New
FMT
643
First Mercantile Trust
Tennessee
$234K -$19.1K -1,240 -8%
OFS
644
OneAscent Financial Services
Alabama
$232K +$218K +14,176 New
SW
645
SVB Wealth
Massachusetts
$226K +$213K +13,832 New
TCOV
646
Trust Company of Vermont
Vermont
$225K -$24.6K -1,600 -10%
TMAM
647
Tokio Marine Asset Management
Japan
$224K +$211K +13,720 New
SC
648
Savant Capital
Illinois
$221K +$208K +13,544 New
DDC
649
DF Dent & Co
Maryland
$220K -$164K -10,656 -44%
TA
650
TFG Advisers
Michigan
$218K +$206K +13,376 New
24 25
26
27 28