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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
726
Pinpoint Asset Management
Hong Kong
$679K +$617K +11,770 New
LFG
727
Larson Financial Group
Missouri
$678K +$2.52K +48 +0.4%
BBA
728
Baader Bank Aktiengesellschaft
Germany
$678K +$616K +11,760 New
EWA
729
EP Wealth Advisors
California
$675K -$97.8K -1,866 -14%
PP
730
PDS Planning
Ohio
$675K +$11.6K +222 +2%
BMCM
731
Bryn Mawr Capital Management
Pennsylvania
$657K -$1.89K -36 -0.3%
LSAG
732
Lake Street Advisors Group
New Hampshire
$655K +$33K +630 +6%
PFG
733
PAX Financial Group
Texas
$651K +$592K +11,290 New
FTWA
734
Fifth Third Wealth Advisors
Ohio
$651K -$53K -1,012 -8%
TPI
735
Trust Point Inc
Wisconsin
$650K – – –
GC
736
Globeflex Capital
California
$640K – – –
TCM
737
Tributary Capital Management
Nebraska
$640K +$57.6K +1,100 +11%
DWT
738
Dorsey & Whitney Trust
South Dakota
$635K -$95.8K -1,828 -14%
EFI
739
EHP Funds Inc
Canada
$634K -$262K -5,000 -31%
PL
740
Perpetual Ltd
Australia
$634K +$43.9K +838 +8%
CWM
741
Connecticut Wealth Management
Connecticut
$633K – – –
WA
742
Waterford Advisors
New York
$631K +$573K +10,940 New
DAS
743
Dynamic Advisor Solutions
Arizona
$629K +$132K +2,510 +30%
WAG
744
Wallace Advisory Group
California
$624K -$41.7K -796 -6%
WPW
745
Waldron Private Wealth
Pennsylvania
$623K -$569K -10,860 -50%
TW
746
TrinityPoint Wealth
Connecticut
$621K -$10.5K -200 -2%
GT
747
Glenview Trust
Kentucky
$620K -$33.4K -638 -6%
SW
748
SVB Wealth
Massachusetts
$617K -$133K -2,540 -19%
SC
749
Scotia Capital
Ontario, Canada
$611K +$50.8K +970 +10%
AF
750
Advisornet Financial
Minnesota
$610K +$5.76K +110 +1%
28 29
30
31 32