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Amphenol

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
726
TFC Financial Management
Massachusetts
$207K +$87.3K +5,020 +64%
PTC
727
Private Trust Company
Ohio
$206K -$161K -9,288 -42%
Vanguard Capital Wealth Advisors
728
Vanguard Capital Wealth Advisors
Colorado
$206K – – –
FFM
729
Forum Financial Management
Illinois
$203K -$35.8K -2,060 -14%
CWM
730
Connecticut Wealth Management
Connecticut
$203K -$1.88K -108 -0.8%
PCS
731
Personal CFO Solutions
New Jersey
$203K +$7.02K +404 +3%
MS
732
Maven Securities
Jersey
$203K +$220K +12,628 New
JEST
733
JTC Employer Solutions Trustee
Jersey
$200K +$197K +11,344 New
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K +$40.5K +2,328 +24%
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$182K – – –
BCWM
736
Bartlett & Co Wealth Management
Ohio
$170K +$19.9K +1,144 +12%
BC
737
Bartlett & Co
Ohio
$170K +$19.9K +1,144 +12%
TCOV
738
Trust Company of Vermont
Vermont
$167K +$181K +10,400 New
CA
739
Crewe Advisors
Utah
$166K +$145K +8,360 +434%
Federated Hermes
740
Federated Hermes
Pennsylvania
$162K -$17.1K -984 -9%
S
741
Seeyond
France
$156K -$3.41K -196 -2%
CSPIA
742
Cary Street Partners Investment Advisory
Virginia
$155K +$168K +9,640 New
TIM
743
Tortoise Investment Management
New York
$153K – – –
Jones Financial Companies
744
Jones Financial Companies
Missouri
$150K +$9.6K +552 +6%
FF
745
FourThought Financial
Florida
$148K -$13.2K -760 -8%
PHK
746
Point72 Hong Kong
Hong Kong
$146K -$249K -14,328 -61%
CT
747
Caldwell Trust
Florida
$144K – – –
HFM
748
Harvest Fund Management
China
$143K – – –
GGI
749
Godsey & Gibb Inc
Virginia
$142K +$153K +8,800 New
EWM
750
Evermay Wealth Management
Virginia
$138K – – –