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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
876
Buckingham Strategic Wealth
Missouri
$217K +$193K +4,370 New
CA
877
Cornerstone Advisory
Maryland
$215K +$192K +4,336 New
PI
878
Putnam Investments
Massachusetts
$215K +$191K +4,328 New
GLA
879
Great Lakes Advisors
Illinois
$214K +$190K +4,308 New
AWA
880
Arete Wealth Advisors
Illinois
$213K +$190K +4,304 New
DCM
881
Donaldson Capital Management
Indiana
$211K -$67.4K -1,526 -26%
GHAM
882
Gilman Hill Asset Management
Connecticut
$211K -$35.3K -800 -16%
CFG
883
Citizens Financial Group
Rhode Island
$210K +$187K +4,228 New
SLG
884
Stanley-Laman Group
Pennsylvania
$209K +$186K +4,208 New
NG
885
Norden Group
Utah
$208K +$186K +4,206 New
MC
886
Moors & Cabot
Massachusetts
$208K +$185K +4,190 New
PHAM
887
Palisades Hudson Asset Management
Florida
$206K +$184K +4,160 New
CRC
888
Curi RMB Capital
Illinois
$206K +$183K +4,152 New
SWP
889
Strategic Wealth Partners
Ohio
$205K -$249K -5,626 -58%
FTIS
890
First Trust Investment Solutions
Florida
$204K +$182K +4,120 New
AWA
891
Aaron Wealth Advisors
Illinois
$203K +$181K +4,096 New
HB
892
HTLF Bank
Colorado
$203K +$181K +4,092 New
WMWM
893
Whitaker-Myers Wealth Managers
Ohio
$200K +$179K +4,044 New
PF
894
Phoenix Financial
Israel
$200K +$178K +4,030 New
JEST
895
JTC Employer Solutions Trustee
Jersey
$200K – – –
NS
896
NBC Securities
Alabama
$199K -$13.3K -300 -7%
PB
897
Pinnacle Bancorp
Nebraska
$198K – – –
HIA
898
Harbor Investment Advisory
Maryland
$194K – – –
OIA
899
Optimum Investment Advisors
Illinois
$193K -$22K -498 -11%
GM
900
GeoWealth Management
Illinois
$189K +$168K +3,804 New
34 35
36
37 38