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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
976
Revolve Wealth Partners
New Jersey
$350K +$118K +1,825 +51%
RP
977
Riverwater Partners
Wisconsin
$349K – – –
SIG
978
Sargent Investment Group
Maryland
$348K -$75.5K -1,165 -18%
CIA
979
Choate Investment Advisors
Massachusetts
$347K +$75K +1,157 +28%
IFWM
980
Institute for Wealth Management
Colorado
$346K -$2.46K -38 -0.7%
NFSG
981
Newbridge Financial Services Group
Florida
$346K +$32.1K +495 +10%
DADC
982
D.A. Davidson & Co
Montana
$345K +$3.63K +56 +1%
PCM
983
Parsons Capital Management
Rhode Island
$345K +$44.1K +680 +15%
TWM
984
Tradition Wealth Management
Minnesota
$344K +$5.25K +81 +2%
IWM
985
IHT Wealth Management
Illinois
$343K +$138K +2,130 +67%
NAS
986
Nicolet Advisory Services
Wisconsin
$340K +$1.95K +30 +0.5%
SHFA
987
SC&H Financial Advisors
Maryland
$340K – – –
ST
988
Smithfield Trust
Pennsylvania
$340K – – –
LC
989
Landaas & Company
Wisconsin
$339K – – –
CC
990
Corton Capital
Ontario, Canada
$338K -$51.6K -796 -13%
WFA
991
Wellspring Financial Advisors
Ohio
$334K +$332K +5,124 New
CC
992
Courier Capital
New York
$333K – – –
SCP
993
Sivia Capital Partners
California
$330K -$8.3K -128 -2%
RSWM
994
Robertson Stephens Wealth Management
California
$329K -$20.8K -321 -6%
MSFS
995
Main Street Financial Solutions
Pennsylvania
$328K +$24.8K +383 +8%
QC
996
Quent Capital
New York
$326K +$74.2K +1,145 +30%
LIA
997
LS Investment Advisors
Michigan
$326K – – –
YIH
998
Y-Intercept (HK)
Hong Kong
$325K +$323K +4,985 New
CFG
999
Cooper Financial Group
California
$324K +$93.9K +1,448 +41%
SAA
1000
Southeast Asset Advisors
Georgia
$323K -$1.12M -17,268 -78%
38 39
40
41 42