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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Allworth Financial
California
$329K +$3.24K +164 +1%
CWA
727
Canvas Wealth Advisors
Kansas
$328K -$11.5K -580 -3%
AI
728
Accredited Investors
Minnesota
$327K – – –
TW
729
Transform Wealth
Colorado
$322K – – –
SIM
730
Sentry Investment Management
Wisconsin
$321K -$1.34K -68 -0.4%
GA
731
Goldstein Advisors
Wisconsin
$321K -$21.5K -1,088 -6%
FL
732
Fort LP
Maryland
$318K -$131K -6,656 -30%
SLF
733
Sun Life Financial
Ontario, Canada
$318K – – –
LIA
734
LS Investment Advisors
Michigan
$318K – – –
CI
735
CX Institutional
Indiana
$313K +$50.7K +2,568 +20%
EFS
736
Essex Financial Services
Connecticut
$313K -$8.61K -436 -3%
TA
737
TFG Advisers
Michigan
$310K +$5.69K +288 +2%
SCM
738
Shelton Capital Management
Colorado
$310K – – –
AC
739
Allstate Corporation
Illinois
$308K -$2.82M -143,076 -90%
BAM
740
Belpointe Asset Management
Nevada
$304K -$20.5K -1,036 -7%
SOW
741
State of Wyoming
Wyoming
$303K -$1.34K -68 -0.5%
TCBWMS
742
Texas Capital Bank Wealth Management Services
Texas
$303K -$11.1K -560 -4%
VC
743
Veery Capital
Delaware
$302K – – –
AWP
744
Ascent Wealth Partners
New York
$294K +$284K +14,400 New
MCM
745
MAI Capital Management
Ohio
$293K -$47.6K -2,412 -14%
FTWA
746
Fifth Third Wealth Advisors
Ohio
$291K +$281K +14,220 New
LIC
747
Laurus Investment Counsel
Canada
$290K – – –
RP
748
Riverwater Partners
Wisconsin
$286K – – –
EF
749
Empowered Funds
Pennsylvania
$284K +$275K +13,916 New
MC
750
Montag & Caldwell
Georgia
$284K -$2.17M -109,688 -89%
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30
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