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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1176
Fragasso Financial Advisors
Pennsylvania
$398K +$24.5K +600 +8%
CPRC
1177
Consolidated Portfolio Review Corp
New York
$398K +$330K +8,058 New
MAWA
1178
Moss Adams Wealth Advisors
Washington
$396K +$328K +8,010 New
KIC
1179
Keating Investment Counselors
Florida
$395K – – –
SHFA
1180
SS&H Financial Advisors
Michigan
$395K – – –
EFI
1181
EHP Funds Inc
Canada
$395K +$327K +8,000 New
DBRC
1182
D.B. Root & Company
Pennsylvania
$392K +$324K +7,932 New
PFBT
1183
Parkside Financial Bank & Trust
Missouri
$391K +$77.8K +1,902 +32%
SWP
1184
Strategic Wealth Partners
Ohio
$391K +$324K +7,920 New
BWM
1185
Blossom Wealth Management
California
$387K +$15.9K +390 +5%
SB
1186
Strategic Blueprint
Georgia
$386K +$319K +7,808 New
CF
1187
Convergence Financial
Missouri
$385K – – –
SW
1188
SVB Wealth
Massachusetts
$385K -$118K -2,876 -27%
CYG
1189
Clean Yield Group
Vermont
$384K – – –
GFP
1190
Gryphon Financial Partners
Ohio
$384K +$47.6K +1,164 +18%
DWM
1191
Diversify Wealth Management
Utah
$384K +$280K +6,858 New
BWP
1192
Balboa Wealth Partners
Arizona
$382K +$316K +7,734 New
FBB
1193
Fulton Breakefield Broenniman
Maryland
$380K -$32.6K -798 -9%
OFO
1194
OneAscent Family Office
Alabama
$378K -$318K -7,780 -50%
KFS
1195
Kurt F. Somerville
$377K – – –
VCM
1196
Versant Capital Management
Arizona
$376K +$147K +3,606 +90%
WMWM
1197
Whitaker-Myers Wealth Managers
Ohio
$375K -$20.4K -498 -6%
SIM
1198
Sentry Investment Management
Wisconsin
$374K – – –
BWS
1199
Broadway Wealth Solutions
Texas
$374K -$54.7K -1,338 -15%
CAM
1200
Close Asset Management
United Kingdom
$373K +$213K +5,200 +220%
46 47
48
49 50