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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
776
Mather Group
Illinois
$243K +$4.34K +220 +2%
NPF
777
Norris Perne & French
Michigan
$242K – – –
WCM
778
WealthBridge Capital Management
Ohio
$242K -$16.6K -840 -7%
DAS
779
Dynamic Advisor Solutions
Arizona
$240K +$12.3K +624 +6%
SFG
780
SevenBridge Financial Group
Pennsylvania
$239K +$231K +11,720 New
IA
781
IFP Advisors
Florida
$239K -$304K -15,384 -59%
DWM
782
Drive Wealth Management
Utah
$239K +$230K +11,628 New
HFM
783
Harvest Fund Management
China
$239K – – –
STA
784
Summit Trail Advisors
New York
$238K +$229K +11,612 New
MA
785
Mutual Advisors
Nebraska
$235K +$227K +11,516 New
CMBA
786
C.M. Bidwell & Associates
Hawaii
$233K -$42.5K -2,152 -16%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K – – –
SC
788
Scotia Capital
Ontario, Canada
$230K -$37.5K -1,900 -14%
QT
789
Quantamental Technologies
New York
$228K -$855K -43,280 -79%
EE
790
EWG Elevate
California
$228K +$220K +11,152 New
CCM
791
Copeland Capital Management
Pennsylvania
$227K -$86.8K -4,396 -28%
MC
792
Moors & Cabot
Massachusetts
$227K +$219K +11,100 New
IFWM
793
Institute for Wealth Management
Colorado
$222K -$61.9K -3,136 -22%
CCM
794
CTC Capital Management
Illinois
$221K +$213K +10,800 New
AWS
795
Atria Wealth Solutions
New York
$219K +$1.9K +96 +0.9%
IIC
796
Ironwood Investment Counsel
Arizona
$217K +$210K +10,624 New
RIA
797
Regal Investment Advisors
Michigan
$217K -$158 -8 -0.1%
CRC
798
Curi RMB Capital
Illinois
$216K +$209K +10,564 New
ECM
799
Evergreen Capital Management
Washington
$216K – – –
BFO
800
Biltmore Family Office
North Carolina
$215K -$340K -17,212 -62%
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