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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
776
Perigon Wealth Management
California
$810K +$275K +4,359 +57%
CA
777
Claro Advisors
Massachusetts
$810K -$194K -3,079 -20%
VAM
778
Valliance Asset Management
Hong Kong
$808K -$505K -8,000 -40%
PWPS
779
Pinnacle Wealth Planning Services
Ohio
$800K -$17.1K -271 -2%
SWM
780
Stockman Wealth Management
Montana
$795K – – –
BCV
781
Banque Cantonale Vaudoise
Switzerland
$790K +$739K +11,717 New
EFS
782
Essex Financial Services
Connecticut
$785K +$42.2K +669 +6%
WA
783
Wambolt & Associates
Colorado
$777K -$129K -2,044 -15%
ADIM
784
Alpha DNA Investment Management
Maryland
$774K +$724K +11,482 New
PFMU
785
Privium Fund Management (UK)
United Kingdom
$773K +$722K +11,446 New
VCM
786
Virtue Capital Management
Tennessee
$773K +$734K +11,634 New
BMCM
787
Bryn Mawr Capital Management
Pennsylvania
$768K +$189 +3 +0%
DS
788
DRW Securities
Illinois
$767K +$712K +11,284 New
PP
789
PDS Planning
Ohio
$761K -$25.2K -399 -3%
VAS
790
Vestmark Advisory Solutions
Massachusetts
$753K +$255K +4,044 +57%
SAM
791
Smartleaf Asset Management
Massachusetts
$748K +$100K +1,588 +17%
SC
792
Scotia Capital
Ontario, Canada
$747K +$31K +492 +5%
TSMHT
793
Thurston Springer Miller Herd & Titak
Indiana
$739K -$3.56M -56,412 -84%
JCM
794
Jacobsen Capital Management
Utah
$739K -$53.4K -847 -7%
MCM
795
MAI Capital Management
Ohio
$735K +$46.3K +733 +7%
TW
796
TrinityPoint Wealth
Connecticut
$727K +$1.26K +20 +0.2%
PL
797
Perpetual Ltd
Australia
$726K -$12.9K -205 -2%
ECM
798
Everence Capital Management
Indiana
$721K -$377K -5,972 -50%
TCM
799
Tributary Capital Management
Nebraska
$721K -$25.2K -400 -4%
WPW
800
Waldron Private Wealth
Pennsylvania
$718K -$8.58K -136 -1%
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