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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
701
HM Payson & Co
Maine
$373K -$1.42K -36 -0.4%
LTI
702
Laffer Tengler Investments
Tennessee
$372K – – –
HAIM
703
Hunter Associates Investment Management
Pennsylvania
$370K +$359K +9,088 New
SB
704
Strategic Blueprint
Georgia
$369K +$6.32K +160 +2%
HSA
705
HBK Sorce Advisory
Pennsylvania
$367K -$317K -8,022 -47%
CGA
706
Crescent Grove Advisors
Illinois
$366K – – –
OIA
707
Optimum Investment Advisors
Illinois
$366K +$158 +4 +0%
OFG
708
Omega Financial Group
California
$366K +$395 +10 +0.1%
DEA
709
DoubleLine ETF Adviser
Florida
$365K +$56.5K +1,432 +19%
CS
710
Comerica Securities
Michigan
$365K -$43.5K -1,102 -11%
PWM
711
Palumbo Wealth Management
New York
$363K +$948 +24 +0.3%
OC
712
Oarsman Capital
Wisconsin
$363K +$350K +8,876 New
RJT
713
Raymond James Trust
Florida
$362K +$40.8K +1,034 +13%
BC
714
Burney Company
Virginia
$360K +$348K +8,810 New
FI
715
Financial Insights
Washington
$354K -$366K -9,276 -52%
DWM
716
Dakota Wealth Management
Florida
$352K +$61.3K +1,552 +22%
BIAS
717
Beacon Investment Advisory Services
New Jersey
$351K -$3.48K -88 -1%
CB
718
CNB Bank
Pennsylvania
$347K +$8.92K +226 +3%
CIC
719
Crawford Investment Counsel
Georgia
$347K +$28.4K +718 +9%
CP
720
Cumberland Partners
Ontario, Canada
$338K – – –
GCP
721
GSA Capital Partners
United Kingdom
$334K -$112K -2,844 -26%
PP
722
PDS Planning
Ohio
$333K +$91.4K +2,314 +40%
CA
723
Cetera Advisors
Colorado
$332K +$321K +8,136 New
HCC
724
Hirtle Callaghan & Co
Pennsylvania
$331K -$1.42M -35,992 -82%
PPC
725
Park Place Capital
Alabama
$330K -$6.24K -158 -2%
27 28
29
30 31