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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1201
HBK Sorce Advisory
Pennsylvania
$1.49M +$60.3K +418 +5%
LRWM
1202
Lord & Richards Wealth Management
Colorado
$1.49M -$147K -1,023 -11%
SFC
1203
SYM Financial Corp
Indiana
$1.49M -$359K -2,490 -23%
CLGM
1204
Capitolis Liquid Global Markets
New York
$1.48M -$44.5M -308,390 -97%
CIA
1205
Choate Investment Advisors
Massachusetts
$1.48M -$93.3K -647 -7%
CRI
1206
Commonwealth Retirement Investments
Virginia
$1.48M +$1.21M +8,372 New
SBFM
1207
S-Bank Fund Management
Finland
$1.47M +$1.21M +8,361 New
CG
1208
Curat Global
New Hampshire
$1.47M – – –
PFGIA
1209
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M -$1.21M -8,376 -50%
MA
1210
MJP Associates
Connecticut
$1.45M -$173K -1,201 -13%
HCM
1211
Howard Capital Management
Georgia
$1.45M +$623K +4,323 +111%
RCM
1212
Radnor Capital Management
Pennsylvania
$1.45M – – –
WKWM
1213
Walter & Keenan Wealth Management
Indiana
$1.44M -$1.01K -7 -0.1%
WS
1214
Wilian Securities
Minnesota
$1.44M +$636K +4,413 +118%
AWM
1215
Aprio Wealth Management
Georgia
$1.43M +$42.7K +296 +4%
CWM
1216
Cornerstone Wealth Management
Missouri
$1.43M -$183K -1,272 -14%
NWAG
1217
Net Worth Advisory Group
Utah
$1.43M +$373K +2,588 +47%
WWM
1218
Western Wealth Management
Colorado
$1.43M +$32.4K +225 +3%
CP
1219
Canopy Partners
Ohio
$1.42M -$54.9K -381 -5%
BTD
1220
BankPlus Trust Department
Mississippi
$1.41M +$115K +797 +11%
FFL
1221
Future Fund LLC
Illinois
$1.39M +$1.14M +7,900 New
SACTSONJ
1222
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.39M -$57.2K -397 -5%
OWA
1223
Outlook Wealth Advisors
Texas
$1.38M +$505K +3,504 +81%
SLWA
1224
San Luis Wealth Advisors
California
$1.38M +$319K +2,212 +39%
BMCM
1225
Burns Matteson Capital Management
New York
$1.38M +$410K +2,844 +57%
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