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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
TAFW
1151
Tred Avon Family Wealth
Maryland
$1.75M +$144 +2 +0%
SRA
1152
Secured Retirement Advisors
Minnesota
$1.74M +$1.42M +19,726 New
AWA
1153
Alta Wealth Advisors
Massachusetts
$1.73M -$31K -430 -2%
RCM
1154
Raleigh Capital Management
North Carolina
$1.73M +$588K +8,160 +71%
PCG
1155
Prosperity Consulting Group
Maryland
$1.72M +$434K +6,022 +44%
PWG
1156
Portside Wealth Group
Utah
$1.72M +$52.3K +726 +4%
CCM
1157
Crew Capital Management
Ohio
$1.72M -$276K -3,826 -16%
WFP
1158
Worthington Financial Partners
Ohio
$1.72M +$3.75K +52 +0.3%
SIM
1159
Samara Investment Management
Oregon
$1.71M +$395K +5,480 +39%
KC
1160
Katamaran Capital
United Kingdom
$1.71M -$6.47M -89,804 -82%
DCM
1161
Davidson Capital Management
Texas
$1.71M +$36.3K +504 +3%
RFM
1162
Royal Fund Management
Florida
$1.71M +$836K +11,600 +149%
PPWP
1163
Premier Path Wealth Partners
New Jersey
$1.71M +$96K +1,332 +7%
MGAM
1164
McGowan Group Asset Management
Texas
$1.7M +$288 +4 +0%
JWBC
1165
J.W. Burns & Co
New York
$1.7M -$57.2K -794 -4%
FIB
1166
First Interstate Bank
Montana
$1.69M – – –
S
1167
Storgate
Texas
$1.69M +$1.38M +19,146 New
IFG
1168
Independent Financial Group
California
$1.68M +$279K +3,874 +25%
DWT
1169
Dorsey & Whitney Trust
South Dakota
$1.66M -$7.21K -100 -0.5%
XWL
1170
XXI Wealth LLC
Illinois
$1.66M +$44.1K +612 +3%
PFG
1171
PAX Financial Group
Texas
$1.65M -$133K -1,844 -9%
AF
1172
AGP Franklin
Tennessee
$1.63M +$1.33M +18,520 New
FCP
1173
Fidelis Capital Partners
Florida
$1.63M +$44.5K +618 +3%
TWM
1174
Topsail Wealth Management
North Carolina
$1.63M – – –
PWM
1175
Palumbo Wealth Management
New York
$1.63M +$3.6K +50 +0.3%
45 46
47
48 49