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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
701
GM Advisory Group
New York
$770K +$4.61K +88 +0.7%
LT
702
Legacy Trust
Michigan
$762K -$9.75K -186 -1%
CCA
703
Checchi Capital Advisers
California
$759K -$38.5K -734 -5%
AIP
704
Ameritas Investment Partners
Nebraska
$748K -$16.9K -322 -2%
FNT
705
First National Trust
Pennsylvania
$734K -$254K -4,840 -28%
SAM
706
Sompo Asset Management
Japan
$731K +$60.8K +1,160 +10%
PP
707
Prudential plc
United Kingdom
$731K -$1.96M -37,448 -75%
MFG
708
Merit Financial Group
Georgia
$724K +$274K +5,224 +79%
AWS
709
Atria Wealth Solutions
New York
$724K +$22.5K +430 +4%
CI
710
Cigna Investments
Connecticut
$716K -$734 -14 -0.1%
JWBC
711
J.W. Burns & Co
New York
$716K – – –
HW
712
Hancock Whitney
Mississippi
$714K +$3.46K +66 +0.5%
CL
713
Choreo LLC
Illinois
$711K -$21.5K -410 -3%
DP
714
Dearborn Partners
Illinois
$708K +$643K +12,272 New
FP
715
Foundry Partners
Minnesota
$707K -$15.2K -290 -2%
EA
716
Emerald Advisers
Pennsylvania
$703K -$10.7K -204 -2%
PWPS
717
Pinnacle Wealth Planning Services
Ohio
$701K +$9.22K +176 +1%
SIA
718
Schechter Investment Advisors
Michigan
$700K -$44.5K -850 -7%
OAM
719
Ostrum Asset Management
France
$699K – – –
SI
720
Symmetry Investments
Jersey
$692K +$629K +12,000 New
ECM
721
Everence Capital Management
Indiana
$689K – – –
EFS
722
Essex Financial Services
Connecticut
$688K +$69.2K +1,320 +12%
JCM
723
Jacobsen Capital Management
Utah
$682K -$21.3K -406 -3%
SWM
724
Stockman Wealth Management
Montana
$681K +$314 +6 +0.1%
RCA
725
Roberts Capital Advisors
Colorado
$680K +$617K +11,782 New
27 28
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