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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$412K -$75.1K -3,400 -17%
FMLI
752
Fukoku Mutual Life Insurance
Japan
$410K – – –
CIC
753
Crawford Investment Counsel
Georgia
$409K +$353 +16 +0.1%
RCM
754
Radnor Capital Management
Pennsylvania
$408K – – –
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$402K – – –
CIA
756
Concurrent Investment Advisors
Florida
$400K +$356K +16,136 New
ETIA
757
Epic Trust Investment Advisors
Washington
$398K -$11.2K -508 -3%
WEG
758
World Equity Group
Illinois
$397K +$124K +5,600 +54%
KOC
759
Koss-Olinger Consulting
Florida
$397K -$138K -6,240 -28%
DAS
760
Dynamic Advisor Solutions
Arizona
$397K +$25.4K +1,148 +7%
MCM
761
MAI Capital Management
Ohio
$397K +$99.8K +4,516 +39%
VC
762
Veery Capital
Delaware
$394K +$4.24K +192 +1%
SCTC
763
Sanibel Captiva Trust Company
Florida
$393K +$350K +15,840 New
TA
764
TFG Advisers
Michigan
$393K +$1.85K +84 +0.5%
BS
765
Banco Santander
Spain
$381K -$25.7K -1,164 -7%
AI
766
Accredited Investors
Minnesota
$378K – – –
SCM
767
Shelton Capital Management
Colorado
$373K -$3K -136 -0.9%
NPF
768
Norris Perne & French
Michigan
$367K -$13.7K -620 -4%
MMG
769
Monetary Management Group
Missouri
$367K – – –
SP
770
Symmetry Partners
Connecticut
$366K -$440K -19,904 -57%
T
771
TOBAM
France
$365K +$318K +14,376 +4,330%
VFA
772
Valeo Financial Advisors
Indiana
$361K +$55.4K +2,508 +21%
ACM
773
Accent Capital Management
Ohio
$360K +$321K +14,512 New
CT
774
Coastline Trust
Rhode Island
$359K – – –
FCP
775
Fidelis Capital Partners
Florida
$359K +$320K +14,472 New
29 30
31
32 33