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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
951
Forte Capital
New York
$221K +$201K +3,830 New
PA
952
Pinnacle Associates
New York
$221K +$200K +3,824 New
PCS
953
Personal CFO Solutions
New Jersey
$220K +$200K +3,816 New
WEG
954
World Equity Group
Illinois
$220K -$220K -4,196 -52%
PCMH
955
Polymer Capital Management (HK)
Hong Kong
$219K +$199K +3,800 New
AWM
956
Angeles Wealth Management
California
$218K +$198K +3,780 New
FNWA
957
Financial Network Wealth Advisors
Utah
$218K +$198K +3,772 New
NPA
958
Nichols & Pratt Advisers
Massachusetts
$217K +$197K +3,768 New
PWG
959
Portside Wealth Group
Utah
$217K +$197K +3,760 New
BIG
960
Brooklyn Investment Group
New York
$215K +$198K +3,778 New
APP
961
Avantax Planning Partners
Iowa
$215K +$196K +3,734 New
WHG
962
Westwood Holdings Group
Texas
$215K -$49.5K -944 -20%
PWMAG
963
Pinnacle Wealth Management Advisory Group
New Jersey
$214K +$194K +3,708 New
FCG
964
Fielder Capital Group
Tennessee
$212K +$193K +3,678 New
QC
965
Quent Capital
New York
$210K +$5.24K +100 +3%
EPA
966
Element Pointe Advisors
Florida
$209K +$190K +3,628 New
RWP
967
Revolve Wealth Partners
New Jersey
$208K +$189K +3,602 New
AA
968
Alta Advisers
United Kingdom
$208K – – –
CRC
969
Curi RMB Capital
Illinois
$207K -$29.4K -562 -14%
DWA
970
Douglass Winthrop Advisors
New York
$205K +$187K +3,560 New
HNWAG
971
High Net Worth Advisory Group
Florida
$205K +$186K +3,550 New
LNC
972
Lincoln National Corp
Pennsylvania
$204K +$185K +3,534 New
FHA
973
Flagship Harbor Advisors
Massachusetts
$202K +$184K +3,502 New
JEST
974
JTC Employer Solutions Trustee
Jersey
$200K – – –
LAM
975
Lummis Asset Management
Texas
$200K -$2.1K -40 -1%
37 38
39
40 41