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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1301
IHT Wealth Management
Illinois
$448K +$36.3K +331 +10%
EFG
1302
Everhart Financial Group
Ohio
$447K +$397K +3,614 New
DWA
1303
Douglass Winthrop Advisors
New York
$447K +$5.71K +52 +1%
OL
1304
Optas LLC
Texas
$446K +$18.5K +169 +5%
LAM
1305
Lewis Asset Management
California
$445K -$768 -7 -0.2%
FFP
1306
FourThought Financial Partners
Florida
$441K +$110 +1 +0%
LFA
1307
Legacy Financial Advisors
Kentucky
$439K +$81.6K +744 +27%
EB
1308
Exchange Bank
California
$436K +$387K +3,523 New
GTAM
1309
Global Trust Asset Management
Florida
$436K +$128K +1,170 +50%
WB
1310
West Bancorporation
Iowa
$435K -$28.8K -262 -7%
ACM
1311
Aster Capital Management
United Arab Emirates
$435K +$385K +3,512 New
JSW
1312
Journey Strategic Wealth
New Jersey
$433K +$115K +1,045 +43%
OAM
1313
Oxford Asset Management
United Kingdom
$432K +$95.9K +874 +33%
COCM
1314
Charter Oak Capital Management
New Hampshire
$432K +$98.5K +898 +35%
MC
1315
Moors & Cabot
Massachusetts
$431K -$1.65K -15 -0.4%
IFS
1316
Ifrah Financial Services
Arkansas
$428K -$20.6K -188 -5%
RE
1317
Rydar Equities
Texas
$428K +$141K +1,283 +57%
EW
1318
Elyxium Wealth
California
$427K +$1.76K +16 +0.5%
GSEP
1319
Golden State Equity Partners
California
$425K +$93.6K +853 +33%
SAA
1320
Southeast Asset Advisors
Georgia
$425K +$110 +1 +0%
PAG
1321
Paladin Advisory Group
Iowa
$424K – – –
EWA
1322
Exencial Wealth Advisors
Oklahoma
$423K +$112K +1,025 +43%
NWM
1323
Nova Wealth Management
Florida
$422K – – –
TCOV
1324
Trust Company of Vermont
Vermont
$421K -$78.3K -714 -17%
BWS
1325
Broadway Wealth Solutions
Texas
$421K -$41.9K -382 -10%
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