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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1101
Curat Global
New Hampshire
$1.13M – – –
FCP
1102
Fidelis Capital Partners
Florida
$1.12M +$64.1K +479 +6%
AWM
1103
Accurate Wealth Management
Florida
$1.12M +$17.8K +133 +2%
AWM
1104
Angeles Wealth Management
California
$1.12M +$112K +839 +11%
RCM
1105
Radnor Capital Management
Pennsylvania
$1.11M – – –
WKWM
1106
Walter & Keenan Wealth Management
Indiana
$1.11M -$401 -3 -0%
SWIG
1107
Strategic Wealth Investment Group
Kentucky
$1.11M -$503K -3,757 -31%
PFGIA
1108
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M +$93K +695 +9%
BWM
1109
BAM Wealth Management
Colorado
$1.1M +$820K +6,132 +309%
BEC
1110
Blue Edge Capital
Virginia
$1.1M +$656K +4,908 +153%
SW
1111
Simplicity Wealth
New Jersey
$1.09M -$4.82K -36 -0.4%
GCM
1112
Greenland Capital Management
New York
$1.09M +$1.08M +8,044 New
DWM
1113
Drive Wealth Management
Utah
$1.09M +$46.5K +348 +5%
KOC
1114
Koss-Olinger Consulting
Florida
$1.08M – – –
GS
1115
GTS Securities
Florida
$1.08M +$573K +4,287 +116%
GIM
1116
Generali Investments Management
Slovenia
$1.08M +$316K +2,363 +42%
NICM
1117
Neo Ivy Capital Management
New York
$1.08M -$1.32M -9,841 -55%
MPWT
1118
MassMutual Private Wealth & Trust
Connecticut
$1.08M +$19.1K +143 +2%
HSA
1119
HBK Sorce Advisory
Pennsylvania
$1.07M +$83.3K +623 +9%
PPWP
1120
Premier Path Wealth Partners
New Jersey
$1.07M +$88.3K +660 +9%
CFG
1121
Cooper Financial Group
California
$1.06M +$21.4K +160 +2%
JSSH
1122
J. Safra Sarasin Holding
$1.06M -$1.07M -7,992 -50%
BFM
1123
Boothbay Fund Management
New York
$1.06M -$13.6M -101,944 -93%
HBT
1124
Heartland Bank & Trust
Illinois
$1.06M -$21.3K -159 -2%
SAM
1125
Strategy Asset Managers
California
$1.06M -$32.2K -241 -3%
43 44
45
46 47