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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1101
Convergence Investment Partners
Florida
$206K -$2.24M -69,042 -92%
LA
1102
LVW Advisors
New York
$206K +$2.27K +70 +1%
WWM
1103
Western Wealth Management
Colorado
$206K +$205K +6,320 New
APP
1104
Avantax Planning Partners
Iowa
$206K -$45.8K -1,414 -18%
AFT
1105
Alpha Family Trust
California
$205K – – –
PWP
1106
Phillips Wealth Planners
Mississippi
$202K +$1.04K +32 +0.5%
NPT
1107
Nixon Peabody Trust
Massachusetts
$201K – – –
JEST
1108
JTC Employer Solutions Trustee
Jersey
$200K – – –
FNWA
1109
Financial Network Wealth Advisors
Utah
$196K -$62.2K -1,920 -24%
HFS
1110
Horizon Financial Services
North Carolina
$184K – – –
PPC
1111
Park Place Capital
Alabama
$183K -$29K -896 -14%
ZB
1112
Zions Bancorporation
Utah
$183K -$15.7K -484 -8%
PFBT
1113
Parkside Financial Bank & Trust
Missouri
$180K -$2.2K -68 -1%
PWMG
1114
Prestige Wealth Management Group
New Jersey
$180K +$12.3K +378 +7%
AA
1115
AlphaCentric Advisors
Puerto Rico
$173K -$11.8K -364 -6%
IA
1116
IFP Advisors
Florida
$172K +$3.31K +102 +2%
HC
1117
Hara Capital
Washington
$169K +$169K +5,200 New
TIM
1118
Tortoise Investment Management
New York
$164K – – –
CCM
1119
Chilton Capital Management
Texas
$160K +$34.5K +1,064 +28%
GSEP
1120
Golden State Equity Partners
California
$156K +$156K +4,804 New
GBT
1121
Grove Bank & Trust
Florida
$155K +$18.2K +560 +13%
OA
1122
Operose Advisors
Wisconsin
$154K – – –
PPA
1123
Painted Porch Advisors
California
$151K – – –
CTA
1124
Colonial Trust Advisors
South Carolina
$142K +$141K +4,360 New
WI
1125
Wintrust Investments
Illinois
$142K -$1.33M -41,048 -90%
43 44
45
46 47