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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1201
TritonPoint Wealth
Maryland
$622K +$30.3K +276 +6%
CA
1202
Cornerstone Advisory
Maryland
$621K +$13.4K +122 +2%
LIA
1203
LS Investment Advisors
Michigan
$619K – – –
PWP
1204
Phillips Wealth Planners
Mississippi
$616K +$878 +8 +0.2%
PCM
1205
Parsons Capital Management
Rhode Island
$614K +$188K +1,711 +53%
EFP
1206
Elser Financial Planning
Indiana
$607K -$149K -1,357 -22%
UAG
1207
United Advisor Group
Ohio
$603K +$535K +4,872 New
RCM
1208
Raleigh Capital Management
North Carolina
$600K +$190K +1,730 +55%
MMA
1209
Miracle Mile Advisors
California
$597K +$203K +1,853 +62%
PTP
1210
Platform Technology Partners
New York
$597K +$110 +1 +0%
FA
1211
Financial Alternatives
California
$594K – – –
TAFW
1212
Tred Avon Family Wealth
Maryland
$591K +$524K +4,778 New
LFM
1213
LGT Fund Management
Liechtenstein
$586K – – –
CT
1214
Caldwell Trust
Florida
$582K – – –
CWP
1215
Curated Wealth Partners
California
$582K -$6.8K -62 -1%
IIC
1216
Ironwood Investment Counsel
Arizona
$579K – – –
PWA
1217
Prairie Wealth Advisors
Nebraska
$574K +$142K +1,295 +39%
SAM
1218
Sawgrass Asset Management
Florida
$574K -$18.1K -165 -3%
RCAG
1219
Rehmann Capital Advisory Group
Michigan
$573K -$18.3K -167 -3%
SCM
1220
Semanteon Capital Management
Massachusetts
$569K +$504K +4,595 New
TCA
1221
Transcend Capital Advisors
New Jersey
$566K +$121K +1,099 +32%
GPW
1222
Genesis Private Wealth
Virginia
$565K -$7.13K -65 -1%
BMWM
1223
Brown Miller Wealth Management
Virginia
$562K +$47K +428 +10%
CIM
1224
Cambria Investment Management
California
$559K +$495K +4,515 New
RP
1225
Riverwater Partners
Wisconsin
$558K +$7.46K +68 +2%
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