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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1051
Newbridge Financial Services Group
Florida
$341K -$19.1K -280 -5%
LC
1052
Landaas & Company
Wisconsin
$341K – – –
LAM
1053
L2 Asset Management
Massachusetts
$336K +$32.7K +480 +10%
EL
1054
EWA LLC
Pennsylvania
$334K +$6.82K +100 +2%
PPW
1055
Parcion Private Wealth
Washington
$332K +$345K +5,063 New
ACM
1056
Advisors Capital Management
New Jersey
$329K +$25K +367 +8%
LIA
1057
LS Investment Advisors
Michigan
$328K – – –
DAS
1058
Diversify Advisory Services
Utah
$325K +$289K +4,240 New
CWG
1059
Cornerstone Wealth Group
North Carolina
$323K +$60.9K +893 +22%
RPGK
1060
Retirement Planning Group (Kansas)
Kansas
$323K +$2.52K +37 +0.8%
AF
1061
Aviso Financial
Ontario, Canada
$318K -$23.9K -350 -7%
PTP
1062
Platform Technology Partners
New York
$316K +$2.46K +36 +0.8%
FA
1063
Financial Alternatives
California
$315K – – –
SAM
1064
Sawgrass Asset Management
Florida
$315K – – –
ONB
1065
Old National Bancorp
Indiana
$314K -$55.2K -809 -14%
QC
1066
Quent Capital
New York
$313K -$1.57K -23 -0.5%
CWP
1067
Curated Wealth Partners
California
$312K – – –
RP
1068
Riverwater Partners
Wisconsin
$311K -$60.6K -888 -16%
KRW
1069
Kaufman Rossin Wealth
Florida
$310K +$323K +4,728 New
CT
1070
Caldwell Trust
Florida
$309K – – –
LFM
1071
LGT Fund Management
Liechtenstein
$308K – – –
VI
1072
Versor Investments
New York
$308K +$321K +4,700 New
IIC
1073
Ironwood Investment Counsel
Arizona
$307K +$9.01K +132 +3%
CPA
1074
Capital Performance Advisors
California
$303K +$315K +4,620 New
MCM
1075
MAI Capital Management
Ohio
$303K -$91.6K -1,343 -23%
41 42
43
44 45