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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
801
Ascent Wealth Partners
New York
$312K -$39.8K -1,800 -13%
FFM
802
Forum Financial Management
Illinois
$312K – – –
SIM
803
Sentry Investment Management
Wisconsin
$310K -$29.6K -1,340 -10%
WANY
804
Wealthspire Advisors (New York)
New York
$307K +$9.9K +448 +4%
CWP
805
Curated Wealth Partners
California
$306K – – –
HFM
806
Harvest Fund Management
China
$303K – – –
TFS
807
Thoroughbred Financial Services
Tennessee
$301K – – –
GWM
808
Gitterman Wealth Management
New Jersey
$300K +$4.06K +184 +2%
FL
809
Fort LP
Maryland
$298K -$23.3K -1,056 -8%
MWPCG
810
Measured Wealth Private Client Group
New Hampshire
$297K – – –
PAM
811
Paradigm Asset Management
New York
$297K – – –
SF
812
Summit Financial
New Jersey
$295K +$43.2K +1,956 +20%
CIC
813
Cornercap Investment Counsel
Georgia
$294K – – –
FA
814
FDx Advisors
Illinois
$294K -$3.45K -156 -1%
SHJ
815
Sharkey, Howes & Javer
Colorado
$293K – – –
NRC
816
New Republic Capital
North Carolina
$293K +$25.3K +1,144 +11%
WCM
817
WealthBridge Capital Management
Ohio
$291K +$5.83K +264 +2%
SAM
818
Smartleaf Asset Management
Massachusetts
$291K +$259K +11,720 New
SFG
819
SevenBridge Financial Group
Pennsylvania
$290K – – –
TCBWMS
820
Texas Capital Bank Wealth Management Services
Texas
$290K +$10.1K +456 +4%
FFN
821
Focus Financial Network
Minnesota
$288K +$256K +11,600 New
ECM
822
Evergreen Capital Management
Washington
$285K +$8.66K +392 +4%
CI
823
CX Institutional
Indiana
$285K -$114K -5,160 -31%
WA
824
Wealth Alliance
New York
$284K -$6.98K -316 -3%
WB
825
West Bancorporation
Iowa
$280K -$7.86K -356 -3%
31 32
33
34 35