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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
801
Park Place Capital
Alabama
$252K -$11.4K -266 -4%
MWPCG
802
Measured Wealth Private Client Group
New Hampshire
$252K -$3.79K -88 -1%
PAM
803
Paradigm Asset Management
New York
$252K – – –
MA
804
Mutual Advisors
Nebraska
$252K -$860 -20 -0.3%
WANY
805
Wealthspire Advisors (New York)
New York
$251K +$16.5K +384 +7%
GWM
806
Gitterman Wealth Management
New Jersey
$250K -$18.2K -424 -7%
RIA
807
Regal Investment Advisors
Michigan
$250K -$17K -396 -6%
CIC
808
Cornercap Investment Counsel
Georgia
$249K – – –
SHJ
809
Sharkey, Howes & Javer
Colorado
$248K +$254K +5,908 New
WA
810
Wealth Alliance
New York
$247K -$8.09K -188 -3%
SFG
811
SevenBridge Financial Group
Pennsylvania
$246K – – –
WB
812
West Bancorporation
Iowa
$245K +$1.81K +42 +0.7%
DCM
813
Donaldson Capital Management
Indiana
$243K -$24.6K -572 -9%
UCFA
814
United Capital Financial Advisors
Texas
$243K -$80.3K -1,866 -24%
WCM
815
WealthBridge Capital Management
Ohio
$241K -$1.81K -42 -0.7%
MCM
816
MAI Capital Management
Ohio
$241K -$10.2K -236 -4%
MAM
817
Meeder Asset Management
Ohio
$239K +$32.9K +764 +16%
TCBWMS
818
Texas Capital Bank Wealth Management Services
Texas
$236K -$4.13K -96 -2%
MFG
819
Merit Financial Group
Georgia
$235K +$241K +5,594 New
EE
820
EWG Elevate
California
$234K – – –
ECM
821
Evergreen Capital Management
Washington
$234K -$172 -4 -0.1%
LGF
822
LGT Group Foundation
Liechtenstein
$228K +$237K +5,514 New
NP
823
NorthRock Partners
Minnesota
$226K +$232K +5,384 New
IFWM
824
Institute for Wealth Management
Colorado
$225K – – –
NRC
825
New Republic Capital
North Carolina
$224K +$229K +5,328 New
31 32
33
34 35