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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
901
Whalen Wealth Management
Nevada
$484K +$481K +7,426 New
BW
902
Bison Wealth
Georgia
$484K +$481K +7,424 New
KNW
903
Kesler Norman & Wride
Utah
$483K +$481K +7,421 New
MMG
904
Monetary Management Group
Missouri
$482K – – –
CWM
905
Cornerstone Wealth Management
Missouri
$482K +$479K +7,392 New
NB
906
Nicolet Bankshares
Wisconsin
$480K -$92.7K -1,430 -16%
OP
907
ORG Partners
Indiana
$479K -$22.2K -343 -4%
SQA
908
Simon Quick Advisors
New Jersey
$478K -$207K -3,192 -30%
WCM
909
WealthBridge Capital Management
Ohio
$475K +$97.8K +1,509 +26%
PCP
910
Proficio Capital Partners
Massachusetts
$475K -$399K -6,162 -46%
HBT
911
Heartland Bank & Trust
Illinois
$474K -$13.5K -208 -3%
JCIA
912
Jackson Creek Investment Advisors
Colorado
$470K -$7.84K -121 -2%
CFB
913
Cullen/Frost Bankers
Texas
$470K +$3.31K +51 +0.7%
PFPT
914
Pinnacle Financial Partners (Tennessee)
Tennessee
$470K -$44.5K -686 -9%
CA
915
Commerzbank Aktiengesellschaft
Germany
$469K +$125K +1,927 +37%
MA
916
MJP Associates
Connecticut
$466K +$3.31K +51 +0.7%
HSA
917
HBK Sorce Advisory
Pennsylvania
$464K -$49.3K -760 -10%
HCM
918
Howard Capital Management
Georgia
$461K +$459K +7,076 New
T
919
TOBAM
France
$459K +$49.1K +757 +12%
EWM
920
Evermay Wealth Management
Virginia
$458K +$23.5K +362 +5%
VF
921
Vest Financial
Virginia
$451K -$103K -1,594 -19%
WKWM
922
Walter & Keenan Wealth Management
Indiana
$451K +$15.3K +236 +4%
CT
923
Coastline Trust
Rhode Island
$449K -$3.24K -50 -0.7%
FAIM
924
Financial Advocates Investment Management
Washington
$445K +$21.2K +327 +5%
PF
925
Phoenix Financial
Israel
$444K +$40.8K +629 +10%
35 36
37
38 39