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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 -5,900 -43%
CWA
727
Canvas Wealth Advisors
Kansas
$336K -$28.5K -734 -8%
TW
728
Transform Wealth
Colorado
$335K – – –
SIM
729
Sentry Investment Management
Wisconsin
$334K – – –
VC
730
Veery Capital
Delaware
$333K +$17.9K +462 +6%
TA
731
TFG Advisers
Michigan
$332K +$8.78K +226 +3%
RJT
732
Raymond James Trust
Florida
$332K -$41.3K -1,064 -12%
GA
733
Geller Advisors
New York
$327K +$298K +7,682 New
PCM
734
Penserra Capital Management
California
$326K +$297K +7,646 +11,947%
EFS
735
Essex Financial Services
Connecticut
$325K – – –
UCFA
736
United Capital Financial Advisors
Texas
$325K -$214K -5,504 -42%
AI
737
Accredited Investors
Minnesota
$324K -$14.4K -370 -5%
SCM
738
Shelton Capital Management
Colorado
$322K – – –
AC
739
Allstate Corporation
Illinois
$320K – – –
GA
740
Goldstein Advisors
Wisconsin
$316K -$16.5K -424 -5%
PO
741
Private Ocean
California
$315K – – –
LC
742
Lindbrook Capital
California
$314K +$117K +3,004 +68%
SAM
743
Shell Asset Management
Netherlands
$311K +$285K +7,330 New
TCM
744
Tributary Capital Management
Nebraska
$310K +$284K +7,300 New
AWP
745
Ascent Wealth Partners
New York
$306K – – –
CW
746
CreativeOne Wealth
Kansas
$298K +$273K +7,022 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 -928 -12%
28 29
30
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