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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
951
Trifecta Capital Advisors
Illinois
$4.08K – – –
FMP
952
Financial Management Professionals
Texas
$4K -$1.94K -50 -36%
TVWM
953
Tower View Wealth Management
Wisconsin
$4K +$3.57K +92 New
UFF
954
USA Financial Formulas
Michigan
$3.99K – – –
PCFFS
955
Pacific Center for Financial Services
California
$3.91K – – –
SIS
956
Strategic Investment Solutions
Illinois
$3.86K – – –
BWM
957
Baystate Wealth Management
Massachusetts
$3.58K +$78 +2 +2%
SIC
958
SJS Investment Consulting
Ohio
$3.48K +$233 +6 +8%
NFSG
959
Newbridge Financial Services Group
Florida
$3.4K +$3.11K +80 New
DI
960
Disciplined Investments
Oklahoma
$3.23K +$78 +2 +3%
OP
961
ORG Partners
Indiana
$3K +$3.11K +80 New
CPG
962
Cornerstone Planning Group
New Jersey
$2.97K +$2.72K +70 New
BBPWM
963
Blue Bell Private Wealth Management
Pennsylvania
$2.89K – – –
FA
964
Fiduciary Alliance
South Carolina
$2.89K +$2.64K +68 New
JGIA
965
Jackson Grant Investment Advisers
Connecticut
$2.72K – – –
NSIM
966
North Star Investment Management
Illinois
$2.04K – – –
TFGT
967
TS Financial Group (TSFG)
Illinois
$2K +$1.79K +46 New
FSWA
968
Financial Synergies Wealth Advisors
Texas
$1.61K -$233 -6 -14%
PMFA
969
Plante Moran Financial Advisors
Michigan
$1.53K +$1.4K +36 New
RWM
970
Raffa Wealth Management
District of Columbia
$1.36K – – –
CSC
971
Caldwell Sutter Capital
California
$1.19K – – –
IPW
972
Impact Partnership Wealth
Georgia
$1.19K +$1.09K +28 New
CAS
973
Coppell Advisory Solutions
Texas
$1.17K +$1.09K +28 New
CA
974
Centerpoint Advisors
Massachusetts
$1K – – –
AW
975
Avion Wealth
Texas
$1K +$1.63K +42 New
37 38
39
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