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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
726
Simplicity Wealth
New Jersey
$476K +$424K +19,204 New
JFGIW
727
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$476K -$26.4K -1,196 -6%
TCM
728
Teza Capital Management
Illinois
$473K -$1.76M -79,624 -81%
WDA
729
Wendell David Associates
New Hampshire
$470K +$32.7K +1,480 +8%
CP
730
Canopy Partners
Ohio
$466K +$414K +18,760 New
EBA
731
Eagle Bay Advisors
New York
$465K – – –
KAS
732
KPP Advisory Services
Kentucky
$463K +$35.8K +1,620 +9%
CIM
733
Contravisory Investment Management
Massachusetts
$463K -$14.8K -668 -3%
NB
734
Nicolet Bankshares
Wisconsin
$462K – – –
AFG
735
Atomi Financial Group
New York
$460K +$410K +18,556 New
HPC
736
HM Payson & Co
Maine
$452K – – –
CI
737
Conning Inc
Connecticut
$451K +$3.53K +160 +0.9%
DCM
738
Driehaus Capital Management
Illinois
$449K – – –
PWM
739
Palumbo Wealth Management
New York
$444K +$972 +44 +0.2%
NP
740
NorthRock Partners
Minnesota
$439K +$155K +7,020 +65%
WA
741
WBH Advisory
Maryland
$439K – – –
BC
742
Burney Company
Virginia
$437K – – –
BIAS
743
Beacon Investment Advisory Services
New Jersey
$431K +$1.15K +52 +0.3%
OFG
744
Omega Financial Group
California
$431K +$442 +20 +0.1%
FFA
745
Florida Financial Advisors
Florida
$428K +$381K +17,260 New
NW
746
NewEdge Wealth
Pennsylvania
$417K +$372K +16,836 New
CA
747
Cetera Advisors
Colorado
$416K +$90.6K +4,100 +32%
HSA
748
HBK Sorce Advisory
Pennsylvania
$415K +$1.24K +56 +0.3%
VAS
749
Vestmark Advisory Solutions
Massachusetts
$414K +$369K +16,696 New
LC
750
Lindbrook Capital
California
$412K +$37.8K +1,712 +11%
28 29
30
31 32