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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Coastline Trust
Rhode Island
$337K -$229K -11,800 -43%
CWA
727
Canvas Wealth Advisors
Kansas
$336K -$28.5K -1,468 -8%
TW
728
Transform Wealth
Colorado
$335K – – –
SIM
729
Sentry Investment Management
Wisconsin
$334K – – –
VC
730
Veery Capital
Delaware
$333K +$17.9K +924 +6%
TA
731
TFG Advisers
Michigan
$332K +$8.78K +452 +3%
RJT
732
Raymond James Trust
Florida
$332K -$41.3K -2,128 -12%
GA
733
Geller Advisors
New York
$327K +$298K +15,364 New
PCM
734
Penserra Capital Management
California
$326K +$297K +15,292 +11,947%
EFS
735
Essex Financial Services
Connecticut
$325K – – –
UCFA
736
United Capital Financial Advisors
Texas
$325K -$214K -11,008 -42%
AI
737
Accredited Investors
Minnesota
$324K -$14.4K -740 -5%
SCM
738
Shelton Capital Management
Colorado
$322K – – –
AC
739
Allstate Corporation
Illinois
$320K – – –
GA
740
Goldstein Advisors
Wisconsin
$316K -$16.5K -848 -5%
PO
741
Private Ocean
California
$315K – – –
LC
742
Lindbrook Capital
California
$314K +$117K +6,008 +68%
SAM
743
Shell Asset Management
Netherlands
$311K +$285K +14,660 New
TCM
744
Tributary Capital Management
Nebraska
$310K +$284K +14,600 New
AWP
745
Ascent Wealth Partners
New York
$306K – – –
CW
746
CreativeOne Wealth
Kansas
$298K +$273K +14,044 New
RP
747
Riverwater Partners
Wisconsin
$298K – – –
MC
748
Montag & Caldwell
Georgia
$295K – – –
LIC
749
Laurus Investment Counsel
Canada
$295K – – –
FL
750
Fort LP
Maryland
$292K -$36K -1,856 -12%
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30
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