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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
801
Simon Quick Advisors
New Jersey
$709K +$36.4K +1,154 +6%
GAM
802
Groupama Asset Management
France
$709K +$259K +8,216 +24%
WFI
803
West Family Investments
California
$706K – – –
CA
804
Crewe Advisors
Utah
$705K +$88K +2,788 +15%
AFG
805
Atomi Financial Group
New York
$699K +$59.2K +1,876 +10%
DAS
806
Dynamic Advisor Solutions
Arizona
$692K -$40.1K -1,270 -6%
DTL
807
Dynamic Technology Lab
Singapore
$692K +$648K +20,538 New
AF
808
Advisornet Financial
Minnesota
$691K -$20.8K -660 -3%
QWP
809
Quotient Wealth Partners
Texas
$687K +$18.8K +596 +3%
RCA
810
Roberts Capital Advisors
Colorado
$680K -$372K -11,782 -50%
CFG
811
Citizens Financial Group
Rhode Island
$678K +$43K +1,362 +7%
CIC
812
Chilton Investment Company
Connecticut
$676K – – –
MGAM
813
McGowan Group Asset Management
Texas
$671K -$308K -9,764 -33%
IA
814
Inspire Advisors
Idaho
$668K +$626K +19,830 New
DWT
815
Dorsey & Whitney Trust
South Dakota
$668K -$69.5K -2,204 -10%
NP
816
NorthRock Partners
Minnesota
$665K +$37.9K +1,200 +6%
TPI
817
Trust Point Inc
Wisconsin
$662K -$91.1K -2,888 -13%
PFG
818
PAX Financial Group
Texas
$658K -$95.9K -3,040 -13%
HPC
819
HM Payson & Co
Maine
$656K – – –
SF
820
Summit Financial
New Jersey
$654K +$327K +10,374 +115%
WDA
821
Wendell David Associates
New Hampshire
$652K +$28.4K +900 +5%
EBA
822
Eagle Bay Advisors
New York
$648K -$6.94K -220 -1%
LSAG
823
Lake Street Advisors Group
New Hampshire
$644K -$113K -3,584 -16%
IWC
824
Integrated Wealth Concepts
Massachusetts
$642K +$28.1K +890 +5%
DCM
825
Driehaus Capital Management
Illinois
$641K +$29.7K +940 +5%
31 32
33
34 35