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Amphenol

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
726
TFC Financial Management
Massachusetts
$207K +$87.3K +2,510 +64%
PTC
727
Private Trust Company
Ohio
$206K -$161K -4,644 -42%
Vanguard Capital Wealth Advisors
728
Vanguard Capital Wealth Advisors
Colorado
$206K
FFM
729
Forum Financial Management
Illinois
$203K -$35.8K -1,030 -14%
CWM
730
Connecticut Wealth Management
Connecticut
$203K -$1.88K -54 -0.8%
PCS
731
Personal CFO Solutions
New Jersey
$203K +$7.02K +202 +3%
MS
732
Maven Securities
Jersey
$203K +$220K +6,314 New
JEST
733
JTC Employer Solutions Trustee
Jersey
$200K +$197K +5,672 New
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K +$40.5K +1,164 +24%
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$182K
BCWM
736
Bartlett & Co Wealth Management
Ohio
$170K +$19.9K +572 +12%
BC
737
Bartlett & Co
Ohio
$170K +$19.9K +572 +12%
TCOV
738
Trust Company of Vermont
Vermont
$167K +$181K +5,200 New
CA
739
Crewe Advisors
Utah
$166K +$145K +4,180 +434%
Federated Hermes
740
Federated Hermes
Pennsylvania
$162K -$17.1K -492 -9%
S
741
Seeyond
France
$156K -$3.41K -98 -2%
CSPIA
742
Cary Street Partners Investment Advisory
Virginia
$155K +$168K +4,820 New
TIM
743
Tortoise Investment Management
New York
$153K
Jones Financial Companies
744
Jones Financial Companies
Missouri
$150K +$9.6K +276 +6%
FF
745
FourThought Financial
Florida
$148K -$13.2K -380 -8%
PHK
746
Point72 Hong Kong
Hong Kong
$146K -$249K -7,164 -61%
CT
747
Caldwell Trust
Florida
$144K
HFM
748
Harvest Fund Management
China
$143K
GGI
749
Godsey & Gibb Inc
Virginia
$142K +$153K +4,400 New
EWM
750
Evermay Wealth Management
Virginia
$138K