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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
976
Financial Management Professionals
Texas
$4K – – –
TVWM
977
Tower View Wealth Management
Wisconsin
$4K – – –
UFF
978
USA Financial Formulas
Michigan
$3.95K – – –
PCFFS
979
Pacific Center for Financial Services
California
$3.86K – – –
AWA
980
Authentikos Wealth Advisory
California
$3.86K +$3.96K +92 New
SIC
981
SJS Investment Consulting
Ohio
$3.78K +$344 +8 +10%
GI
982
Gradient Investments
Minnesota
$3.7K -$1.29K -30 -25%
BWM
983
Baystate Wealth Management
Massachusetts
$3.54K – – –
CPG
984
Cornerstone Planning Group
New Jersey
$3.28K +$344 +8 +11%
BBPWM
985
Blue Bell Private Wealth Management
Pennsylvania
$2.86K – – –
JGIA
986
Jackson Grant Investment Advisers
Connecticut
$2.69K – – –
IRC
987
Investors Research Corp
Georgia
$2.69K +$2.75K +64 New
LTI
988
Laffer Tengler Investments
Tennessee
$2.02K -$390K -9,060 -99%
NSIM
989
North Star Investment Management
Illinois
$2.02K – – –
TFGT
990
TS Financial Group (TSFG)
Illinois
$2K – – –
KFS
991
Kelly Financial Services
Massachusetts
$1.76K +$1.81K +42 New
LFG
992
Larson Financial Group
Missouri
$1.68K +$1.72K +40 New
FSWA
993
Financial Synergies Wealth Advisors
Texas
$1.6K – – –
RWM
994
Raffa Wealth Management
District of Columbia
$1.34K – – –
MIM
995
Macroview Investment Management
Maryland
$1.26K +$1.29K +30 New
PCTC
996
Perkins Coie Trust Company
Washington
$1.26K +$1.29K +30 New
CSC
997
Caldwell Sutter Capital
California
$1.18K – – –
AW
998
Avion Wealth
Texas
$1K – – –
CA
999
Centerpoint Advisors
Massachusetts
$1K – – –
CAM
1000
ClariVest Asset Management
California
$1K +$860 +20 New
38 39
40
41 42