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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1001
Moss Adams Wealth Advisors
Washington
$321K +$320K +4,929 New
RPGK
1002
Retirement Planning Group (Kansas)
Kansas
$317K +$315K +4,863 New
FA
1003
Financial Alternatives
California
$313K – – –
SAM
1004
Sawgrass Asset Management
Florida
$313K – – –
PTP
1005
Platform Technology Partners
New York
$312K – – –
CFP
1006
Catalyst Financial Partners
Massachusetts
$312K -$2.72K -42 -0.9%
LAM
1007
L2 Asset Management
Massachusetts
$310K +$11K +170 +4%
CWP
1008
Curated Wealth Partners
California
$310K – – –
LIC
1009
Laurus Investment Counsel
Canada
$309K – – –
CT
1010
Caldwell Trust
Florida
$307K – – –
CRI
1011
Colonial River Investments
Virginia
$305K +$304K +4,688 New
BCWM
1012
Bartlett & Co Wealth Management
Ohio
$304K -$30.3K -468 -9%
GRP
1013
Global Retirement Partners
California
$303K +$35.1K +541 +13%
BCV
1014
Banque Cantonale Vaudoise
Switzerland
$298K -$463K -7,140 -61%
TCOV
1015
Trust Company of Vermont
Vermont
$296K +$19.6K +303 +7%
IIC
1016
Ironwood Investment Counsel
Arizona
$296K – – –
PCIA
1017
Prime Capital Investment Advisors
Kansas
$294K +$12.9K +199 +5%
LFM
1018
LGT Fund Management
Liechtenstein
$292K – – –
DTL
1019
Dynamic Technology Lab
Singapore
$292K -$375K -5,787 -56%
PWG
1020
Portside Wealth Group
Utah
$290K +$57.2K +882 +25%
ACM
1021
Advisors Capital Management
New Jersey
$288K +$42K +648 +17%
CA
1022
Cornerstone Advisory
Maryland
$287K +$1.95K +30 +0.7%
GGI
1023
Godsey & Gibb Inc
Virginia
$287K – – –
CCG
1024
Catalina Capital Group
California
$287K +$47.5K +733 +20%
IFS
1025
Ifrah Financial Services
Arkansas
$286K -$23.5K -363 -8%
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