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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1076
Freemont Management
Switzerland
$953K -$4.2M -38,300 -83%
DWM
1077
Drive Wealth Management
Utah
$951K +$3.73K +34 +0.4%
AIM
1078
Advyzon Investment Management
Illinois
$946K +$175K +1,594 +26%
IFWM
1079
Institute for Wealth Management
Colorado
$940K -$66.9K -610 -7%
WA
1080
WESPAC Advisors
California
$940K +$51K +465 +7%
QWM
1081
Quadcap Wealth Management
Texas
$939K -$9.66K -88 -1%
CAM
1082
Cypress Asset Management
Texas
$937K – – –
VC
1083
Veery Capital
Delaware
$934K -$5.16K -47 -0.6%
NI
1084
Natural Investments
California
$926K +$878 +8 +0.1%
ARMT
1085
Amica Retiree Medical Trust
Rhode Island
$924K – – –
FFM
1086
Forum Financial Management
Illinois
$924K +$110 +1 +0%
BIA
1087
Benchmark Investment Advisors
Illinois
$921K +$817K +7,445 New
UFF
1088
USA Financial Formulas
Michigan
$921K +$817K +7,442 New
PFGIA
1089
Patriot Financial Group Insurance Agency
Massachusetts
$920K +$816K +7,434 New
WA
1090
WBH Advisory
Maryland
$918K – – –
AWM
1091
Angeles Wealth Management
California
$917K -$8.45K -77 -1%
ZBNA
1092
Zions Bancorporation, National Association
Utah
$916K +$352K +3,211 +77%
HSA
1093
HBK Sorce Advisory
Pennsylvania
$910K +$24.7K +225 +3%
EC
1094
EntryPoint Capital
New York
$902K -$106K -964 -12%
PPWP
1095
Premier Path Wealth Partners
New Jersey
$896K +$6.47K +59 +0.8%
JF
1096
JSF Financial
California
$895K +$794K +7,233 New
AWE
1097
Avidian Wealth Enterprises
Texas
$894K +$42.1K +384 +6%
HWM
1098
Hohimer Wealth Management
Washington
$892K -$253K -2,305 -24%
MCA
1099
Magnolia Capital Advisors
Mississippi
$890K -$58K -529 -7%
AHC
1100
Adell Harriman & Carpenter
Texas
$884K +$149K +1,357 +23%
42 43
44
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