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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1076
Waverly Advisors
Alabama
$291K +$294K +4,196 New
SIG
1077
Sargent Investment Group
Maryland
$290K -$77.4K -1,105 -21%
RS
1078
R Squared
Hong Kong
$290K +$292K +4,170 New
PHAM
1079
Palisades Hudson Asset Management
Florida
$289K – – –
FIM
1080
Freedom Investment Management
Connecticut
$288K +$291K +4,150 New
EC
1081
EntryPoint Capital
New York
$287K +$289K +4,131 New
RCAG
1082
Rehmann Capital Advisory Group
Michigan
$283K -$9.38K -134 -3%
OIA
1083
Optimum Investment Advisors
Illinois
$282K – – –
WMWM
1084
Whitaker-Myers Wealth Managers
Ohio
$281K – – –
HIA
1085
Harbor Investment Advisory
Maryland
$280K +$280 +4 +0.1%
CWG
1086
Cornerstone Wealth Group
North Carolina
$280K +$42.3K +604 +18%
SHFA
1087
SS&H Financial Advisors
Michigan
$278K – – –
KIC
1088
Keating Investment Counselors
Florida
$278K – – –
AA
1089
Alta Advisers
United Kingdom
$275K +$25.2K +360 +10%
SWP
1090
Strategic Wealth Partners
Ohio
$275K -$70 -1 -0%
TCA
1091
Transcend Capital Advisors
New Jersey
$273K +$16.5K +236 +6%
CRC
1092
Curi RMB Capital
Illinois
$273K -$180K -2,576 -40%
NRI
1093
NFP Retirement Inc
California
$273K +$275K +3,929 New
IA
1094
IFP Advisors
Florida
$270K +$87.4K +1,249 +47%
EWA
1095
EverSource Wealth Advisors
Alabama
$270K +$32.3K +462 +13%
CYG
1096
Clean Yield Group
Vermont
$270K +$18.8K +268 +7%
PWMAG
1097
Pinnacle Wealth Management Advisory Group
New Jersey
$269K -$1.68K -24 -0.6%
FFA
1098
Fragasso Financial Advisors
Pennsylvania
$266K +$12K +171 +5%
MC
1099
Moors & Cabot
Massachusetts
$262K -$25.6K -365 -9%
LSA
1100
Leonteq Securities AG
Switzerland
$259K +$243K +3,472 +1,320%
42 43
44
45 46