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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
1001
Dark Forest Capital Management
Puerto Rico
$401K -$746K -10,657 -65%
TE
1002
Tema ETFs
New York
$401K +$404K +5,768 New
AWP
1003
Ascent Wealth Partners
New York
$400K -$37.8K -540 -9%
PPWP
1004
Premier Path Wealth Partners
New Jersey
$398K +$20.2K +289 +5%
EE
1005
EWG Elevate
California
$396K +$6.44K +92 +2%
JWCA
1006
J.W. Cole Advisors
Florida
$392K +$137K +1,961 +53%
RP
1007
Riverwater Partners
Wisconsin
$391K +$700 +10 +0.2%
GL
1008
Graypoint LLC
New York
$389K +$5.81K +83 +2%
ONB
1009
Old National Bancorp
Indiana
$389K -$34.4K -492 -8%
FFA
1010
Florida Financial Advisors
Florida
$382K -$25.7K -367 -6%
BRWA
1011
B. Riley Wealth Advisors
Florida
$381K -$79.9K -1,142 -17%
NFSG
1012
Newbridge Financial Services Group
Florida
$381K +$12.1K +173 +3%
PTC
1013
Private Trust Company
Ohio
$381K -$39.8K -568 -9%
PCS
1014
Personal CFO Solutions
New Jersey
$377K +$90.1K +1,287 +31%
CDDEC
1015
Caisse Des Depots Et Consignations
France
$376K +$379K +5,414 New
SCM
1016
Stevens Capital Management
Pennsylvania
$374K +$377K +5,386 New
HCP
1017
Holt Capital Partners
Texas
$373K +$376K +5,375 New
SW
1018
SVB Wealth
Massachusetts
$372K +$375K +5,359 New
LWCFA
1019
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$371K -$172K -2,460 -31%
IFWM
1020
Institute for Wealth Management
Colorado
$369K – – –
CRI
1021
Colonial River Investments
Virginia
$369K +$43.8K +625 +13%
PCM
1022
Parsons Capital Management
Rhode Island
$368K – – –
ST
1023
Smithfield Trust
Pennsylvania
$368K +$6.09K +87 +2%
TWM
1024
Tradition Wealth Management
Minnesota
$366K -$1.33K -19 -0.4%
RSWM
1025
Robertson Stephens Wealth Management
California
$363K +$12.4K +177 +4%
39 40
41
42 43