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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
751
Dynamic Advisor Solutions
Arizona
$329K +$88.5K +2,058 +36%
TW
752
Transform Wealth
Colorado
$327K -$4.3K -100 -1%
KI
753
Kapitalo Investimentos
Brazil
$326K +$302K +7,018 +954%
NPF
754
Norris Perne & French
Michigan
$324K +$76.9K +1,788 +30%
QT
755
Quantamental Technologies
New York
$322K +$330K +7,676 New
AI
756
Accredited Investors
Minnesota
$320K – – –
SCM
757
Shelton Capital Management
Colorado
$319K – – –
AC
758
Allstate Corporation
Illinois
$316K – – –
LC
759
Lindbrook Capital
California
$313K +$3.01K +70 +0.9%
SC
760
Scotia Capital
Ontario, Canada
$313K +$62.7K +1,458 +24%
MMG
761
Monetary Management Group
Missouri
$311K -$991K -23,050 -76%
CT
762
Coastline Trust
Rhode Island
$304K -$29.7K -690 -9%
AWP
763
Ascent Wealth Partners
New York
$302K – – –
EFS
764
Essex Financial Services
Connecticut
$297K -$24.8K -576 -8%
EWM
765
Evermay Wealth Management
Virginia
$297K +$31.5K +732 +12%
AF
766
Allworth Financial
California
$295K -$44.9K -1,044 -13%
GA
767
Goldstein Advisors
Wisconsin
$293K -$18.9K -440 -6%
MC
768
Montag & Caldwell
Georgia
$292K – – –
DWM
769
Drive Wealth Management
Utah
$291K +$20.6K +480 +7%
OA
770
Operose Advisors
Wisconsin
$291K +$196K +4,562 +193%
NRD
771
Nebula Research & Development
New York
$291K +$298K +6,922 New
PRC
772
Pearl River Capital
Michigan
$290K +$297K +6,916 New
SIM
773
Sentry Investment Management
Wisconsin
$290K -$40.3K -938 -12%
SAM
774
Shell Asset Management
Netherlands
$289K -$19K -442 -6%
RJT
775
Raymond James Trust
Florida
$288K -$41K -954 -12%
29 30
31
32 33