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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1151
Portside Wealth Group
Utah
$1.72M +$52.3K +363 +4%
CCM
1152
Crew Capital Management
Ohio
$1.72M -$276K -1,913 -16%
WFP
1153
Worthington Financial Partners
Ohio
$1.72M +$3.75K +26 +0.3%
SIM
1154
Samara Investment Management
Oregon
$1.71M +$395K +2,740 +39%
KC
1155
Katamaran Capital
United Kingdom
$1.71M -$6.47M -44,902 -82%
DCM
1156
Davidson Capital Management
Texas
$1.71M +$36.3K +252 +3%
RFM
1157
Royal Fund Management
Florida
$1.71M +$836K +5,800 +149%
PPWP
1158
Premier Path Wealth Partners
New Jersey
$1.71M +$96K +666 +7%
MGAM
1159
McGowan Group Asset Management
Texas
$1.7M +$288 +2 +0%
JWBC
1160
J.W. Burns & Co
New York
$1.7M -$57.2K -397 -4%
FIB
1161
First Interstate Bank
Montana
$1.69M – – –
S
1162
Storgate
Texas
$1.69M +$1.38M +9,573 New
IFG
1163
Independent Financial Group
California
$1.68M +$279K +1,937 +25%
DWT
1164
Dorsey & Whitney Trust
South Dakota
$1.66M -$7.21K -50 -0.5%
XWL
1165
XXI Wealth LLC
Illinois
$1.66M +$44.1K +306 +3%
PFG
1166
PAX Financial Group
Texas
$1.65M -$133K -922 -9%
AF
1167
AGP Franklin
Tennessee
$1.63M +$1.33M +9,260 New
FCP
1168
Fidelis Capital Partners
Florida
$1.63M +$44.5K +309 +3%
TWM
1169
Topsail Wealth Management
North Carolina
$1.63M – – –
PWM
1170
Palumbo Wealth Management
New York
$1.63M +$3.6K +25 +0.3%
WIM
1171
Weitz Investment Management
Nebraska
$1.62M – – –
CIS
1172
Custom Index Systems
New York
$1.61M +$9.66K +67 +0.7%
MFG
1173
Monte Financial Group
Connecticut
$1.61M -$346K -2,397 -19%
EWM
1174
Empirical Wealth Management
Washington
$1.61M -$21K -146 -2%
PA
1175
Pinnacle Associates
New York
$1.6M +$185K +1,282 +16%
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