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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
926
Valeo Financial Advisors
Indiana
$943K +$60.4K +738 +8%
OIA
927
OneDigital Investment Advisors
Kansas
$943K +$33.7K +412 +5%
HWM
928
Hohimer Wealth Management
Washington
$939K +$93.2K +1,140 +14%
CIS
929
Custom Index Systems
New York
$938K -$90.7K -1,109 -10%
EWM
930
Evermay Wealth Management
Virginia
$937K +$23.1K +282 +3%
SC
931
SummitTX Capital
Texas
$936K +$775K +9,482 New
AC
932
AXQ Capital
New Jersey
$932K +$772K +9,434 New
PFG
933
PAX Financial Group
Texas
$930K -$6.95K -85 -0.9%
WFC
934
Western Financial Corp
California
$925K -$249K -3,047 -25%
LJAC
935
L.J. Altfest & Co
New York
$919K +$59.5K +728 +8%
I
936
InceptionR
California
$910K +$754K +9,220 New
BMCM
937
Burns Matteson Capital Management
New York
$910K -$42.4K -518 -5%
ECM
938
Evergreen Capital Management
Washington
$908K +$103K +1,262 +16%
PWG
939
Portside Wealth Group
Utah
$907K +$166K +2,032 +28%
SFC
940
SYM Financial Corp
Indiana
$907K +$124K +1,519 +20%
FHA
941
First Horizon Advisors
Tennessee
$906K -$33K -404 -4%
PW
942
Paladin Wealth
Minnesota
$903K -$91K -1,113 -11%
SRL
943
Scientech Research LLC
New Jersey
$901K +$746K +9,123 New
PWM
944
Palumbo Wealth Management
New York
$898K +$4.01K +49 +0.5%
FCFC
945
First Commonwealth Financial Corp
Pennsylvania
$896K – – –
QWP
946
Quotient Wealth Partners
Texas
$894K +$97.6K +1,193 +15%
MF
947
Magnetar Financial
Illinois
$892K +$739K +9,037 New
TWM
948
Topsail Wealth Management
North Carolina
$892K -$82 -1 -0%
PA
949
Pinnacle Associates
New York
$887K +$47.6K +582 +7%
BRWA
950
B. Riley Wealth Advisors
Florida
$878K +$727K +8,892 New
36 37
38
39 40