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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
776
MAI Capital Management
Ohio
$254K -$46.3K -1,192 -17%
AP
777
Arlington Partners
Alabama
$253K +$200K +5,140 +633%
CIC
778
Cornercap Investment Counsel
Georgia
$252K – – –
NPF
779
Norris Perne & French
Michigan
$252K – – –
RDWM
780
Red Door Wealth Management
Tennessee
$251K +$229K +5,902 New
SFG
781
SevenBridge Financial Group
Pennsylvania
$249K – – –
HFM
782
Harvest Fund Management
China
$248K – – –
WB
783
West Bancorporation
Iowa
$246K +$225K +5,794 New
WCM
784
WealthBridge Capital Management
Ohio
$246K -$4.97K -128 -2%
DAS
785
Dynamic Advisor Solutions
Arizona
$245K -$3.88K -100 -2%
TCBWMS
786
Texas Capital Bank Wealth Management Services
Texas
$243K -$65.6K -1,690 -23%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K – – –
FRM
788
Fox Run Management
Connecticut
$240K -$364K -9,362 -62%
WANY
789
Wealthspire Advisors (New York)
New York
$237K +$217K +5,584 New
EE
790
EWG Elevate
California
$237K – – –
ECM
791
Evergreen Capital Management
Washington
$236K +$11.1K +286 +5%
IFWM
792
Institute for Wealth Management
Colorado
$227K -$3.11K -80 -1%
XT
793
XTX Topco
Cayman Islands
$227K +$208K +5,342 New
ACA
794
Atlas Capital Advisors
Wyoming
$225K +$179K +4,600 +650%
BAM
795
Belpointe Asset Management
Nevada
$225K -$83K -2,138 -29%
TLP
796
Tri Locum Partners
New York
$223K +$204K +5,258 New
CC
797
Courier Capital
New York
$223K – – –
SHFA
798
SC&H Financial Advisors
Maryland
$222K -$388 -10 -0.2%
RSWM
799
Robertson Stephens Wealth Management
California
$221K +$2.87K +74 +1%
LC
800
Landaas & Company
Wisconsin
$221K – – –
30 31
32
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