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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1051
SC&H Financial Advisors
Maryland
$342K – – –
WWM
1052
Western Wealth Management
Colorado
$342K +$29.6K +868 +9%
NFSG
1053
Newbridge Financial Services Group
Florida
$341K -$19.1K -560 -5%
LC
1054
Landaas & Company
Wisconsin
$341K – – –
LAM
1055
L2 Asset Management
Massachusetts
$336K +$32.8K +960 +10%
EL
1056
EWA LLC
Pennsylvania
$334K +$6.82K +200 +2%
PPW
1057
Parcion Private Wealth
Washington
$332K +$345K +10,126 New
ACM
1058
Advisors Capital Management
New Jersey
$329K +$25K +734 +8%
LIA
1059
LS Investment Advisors
Michigan
$328K – – –
DAS
1060
Diversify Advisory Services
Utah
$325K +$289K +8,480 New
CWG
1061
Cornerstone Wealth Group
North Carolina
$323K +$60.9K +1,786 +22%
RPGK
1062
Retirement Planning Group (Kansas)
Kansas
$323K +$2.52K +74 +0.8%
AF
1063
Aviso Financial
Ontario, Canada
$318K -$23.9K -700 -7%
PTP
1064
Platform Technology Partners
New York
$316K +$2.46K +72 +0.8%
FA
1065
Financial Alternatives
California
$315K – – –
SAM
1066
Sawgrass Asset Management
Florida
$315K – – –
ONB
1067
Old National Bancorp
Indiana
$314K -$55.2K -1,618 -14%
QC
1068
Quent Capital
New York
$313K -$1.57K -46 -0.5%
CWP
1069
Curated Wealth Partners
California
$312K – – –
RP
1070
Riverwater Partners
Wisconsin
$311K -$60.6K -1,776 -16%
KRW
1071
Kaufman Rossin Wealth
Florida
$310K +$323K +9,456 New
CT
1072
Caldwell Trust
Florida
$309K – – –
LFM
1073
LGT Fund Management
Liechtenstein
$308K – – –
VI
1074
Versor Investments
New York
$308K +$321K +9,400 New
IIC
1075
Ironwood Investment Counsel
Arizona
$307K +$9.01K +264 +3%
41 42
43
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