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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1076
Jacobi Capital Management
Pennsylvania
$578K +$479K +5,856 New
PCM
1077
Park Capital Management
Wisconsin
$578K +$478K +5,849 New
AWP
1078
Ascent Wealth Partners
New York
$572K – – –
AHC
1079
Adell Harriman & Carpenter
Texas
$572K -$12K -147 -2%
JGUA
1080
John G. Ullman & Associates
New York
$570K -$744K -9,092 -61%
BC
1081
Bowman & Company
Wisconsin
$570K +$127K +1,557 +37%
CIA
1082
Choate Investment Advisors
Massachusetts
$568K -$10.1K -124 -2%
EE
1083
EWG Elevate
California
$567K +$3.6K +44 +0.8%
WA
1084
Waverly Advisors
Alabama
$566K +$12.3K +151 +3%
CWG
1085
Cornerstone Wealth Group
North Carolina
$562K +$62.7K +767 +16%
CFP
1086
Catalyst Financial Partners
Massachusetts
$559K +$32.8K +401 +8%
AWM
1087
Accurate Wealth Management
Florida
$553K +$460K +5,621 New
PPW
1088
Parcion Private Wealth
Washington
$550K +$41.3K +505 +10%
SHJ
1089
Sharkey, Howes & Javer
Colorado
$548K – – –
FAIM
1090
Financial Advocates Investment Management
Washington
$546K -$117K -1,427 -21%
DADC
1091
D.A. Davidson & Co
Montana
$545K +$981 +12 +0.2%
SCM
1092
SCS Capital Management
Massachusetts
$545K -$2.21K -27 -0.5%
TWM
1093
Tradition Wealth Management
Minnesota
$542K +$10.1K +124 +2%
ACM
1094
Advisors Capital Management
New Jersey
$541K +$38.1K +466 +9%
OAJ
1095
Ogorek Anthony Joseph
New York
$541K +$5.32K +65 +1%
NAS
1096
Nicolet Advisory Services
Wisconsin
$538K -$64K -783 -13%
LAM
1097
L2 Asset Management
Massachusetts
$533K +$22K +269 +5%
HH
1098
Hilltop Holdings
Texas
$531K -$5.51M -67,366 -93%
AGM
1099
Alpine Global Management
New York
$530K +$439K +5,372 New
EW
1100
Evoke Wealth
California
$530K +$438K +5,353 New
42 43
44
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