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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$341K -$15.1K -796 -4%
OFG
702
Omega Financial Group
California
$340K +$454 +24 +0.1%
SB
703
Strategic Blueprint
Georgia
$338K – – –
PWM
704
Palumbo Wealth Management
New York
$337K +$984 +52 +0.3%
BIAS
705
Beacon Investment Advisory Services
New Jersey
$330K -$22.7K -1,200 -6%
IWC
706
Integrated Wealth Concepts
Massachusetts
$325K -$8.1K -428 -2%
HCA
707
Harbour Capital Advisors
Virginia
$325K +$322K +17,000 New
EAM
708
Empirical Asset Management
Massachusetts
$323K +$321K +16,988 New
GA
709
Goldstein Advisors
Wisconsin
$320K +$318K +16,792 New
MCM
710
MAI Capital Management
Ohio
$319K +$317K +16,752 New
O
711
Ossiam
France
$318K -$35.9K -1,900 -10%
VIA
712
Vident Investment Advisory
Georgia
$316K +$315K +16,624 New
CB
713
CNB Bank
Pennsylvania
$315K +$8.48K +448 +3%
CP
714
Cumberland Partners
Ontario, Canada
$314K +$313K +16,520 New
PPC
715
Park Place Capital
Alabama
$313K +$312K +16,464 New
DACS
716
Dymon Asia Capital (Singapore)
Singapore
$305K +$303K +16,040 New
AI
717
Accredited Investors
Minnesota
$305K – – –
SIAG
718
Signet Investment Advisory Group
Rhode Island
$305K – – –
AF
719
Allworth Financial
California
$303K +$113K +5,968 +60%
BAM
720
Belpointe Asset Management
Nevada
$303K +$122K +6,440 +68%
TW
721
Transform Wealth
Colorado
$300K -$18.3K -968 -6%
SIM
722
Sentry Investment Management
Wisconsin
$300K -$7.11K -376 -2%
SLF
723
Sun Life Financial
Ontario, Canada
$299K -$63.4K -3,352 -18%
EFS
724
Essex Financial Services
Connecticut
$299K +$3.86K +204 +1%
RJT
725
Raymond James Trust
Florida
$298K -$10.5K -556 -3%
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