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Amphenol

Name Holding Trade Value Shares
Change
Change in
Stake
FM
1076
Freemont Management
Switzerland
$953K -$4.2M -76,600 -83%
DWM
1077
Drive Wealth Management
Utah
$951K +$3.73K +68 +0.4%
AIM
1078
Advyzon Investment Management
Illinois
$946K +$175K +3,188 +26%
IFWM
1079
Institute for Wealth Management
Colorado
$940K -$66.9K -1,220 -7%
WA
1080
WESPAC Advisors
California
$940K +$51K +930 +7%
QWM
1081
Quadcap Wealth Management
Texas
$939K -$9.66K -176 -1%
CAM
1082
Cypress Asset Management
Texas
$937K – – –
VC
1083
Veery Capital
Delaware
$934K -$5.16K -94 -0.6%
NI
1084
Natural Investments
California
$926K +$878 +16 +0.1%
ARMT
1085
Amica Retiree Medical Trust
Rhode Island
$924K – – –
Forum Financial Management
1086
Forum Financial Management
Illinois
$924K +$110 +2 +0%
BIA
1087
Benchmark Investment Advisors
Illinois
$921K +$817K +14,890 New
UFF
1088
USA Financial Formulas
Michigan
$921K +$817K +14,884 New
PFGIA
1089
Patriot Financial Group Insurance Agency
Massachusetts
$920K +$816K +14,868 New
WA
1090
WBH Advisory
Maryland
$918K – – –
AWM
1091
Angeles Wealth Management
California
$917K -$8.45K -154 -1%
ZBNA
1092
Zions Bancorporation, National Association
Utah
$916K +$352K +6,422 +77%
HBK Sorce Advisory
1093
HBK Sorce Advisory
Pennsylvania
$910K +$24.7K +450 +3%
EC
1094
EntryPoint Capital
New York
$902K -$106K -1,928 -12%
PPWP
1095
Premier Path Wealth Partners
New Jersey
$896K +$6.47K +118 +0.8%
JF
1096
JSF Financial
California
$895K +$794K +14,466 New
Avidian Wealth Enterprises
1097
Avidian Wealth Enterprises
Texas
$894K +$42.1K +768 +6%
HWM
1098
Hohimer Wealth Management
Washington
$892K -$253K -4,610 -24%
MCA
1099
Magnolia Capital Advisors
Mississippi
$890K -$58.1K -1,058 -7%
AHC
1100
Adell Harriman & Carpenter
Texas
$884K +$149K +2,714 +23%