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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1401
CenterBook Partners
Connecticut
$868K -$21.3M -294,808 -97%
VCM
1402
Versant Capital Management
Arizona
$861K -$137K -1,894 -16%
EFG
1403
Everhart Financial Group
Ohio
$860K +$34.2K +474 +5%
ACM
1404
Allred Capital Management
Texas
$859K +$433 +6 +0.1%
BFA
1405
Beaumont Financial Advisors
Massachusetts
$858K -$6.05K -84 -0.9%
CT
1406
Caldwell Trust
Florida
$856K +$21.6K +300 +3%
FPL
1407
Fortress Private Ledger
North Carolina
$852K +$206K +2,860 +42%
OFS
1408
Orrstown Financial Services
Pennsylvania
$849K +$219K +3,040 +46%
FA
1409
Financial Alternatives
California
$849K – – –
AOWM
1410
Asset One Wealth Management
Washington
$847K +$15.7K +218 +2%
PFBT
1411
Parkside Financial Bank & Trust
Missouri
$846K +$11.1K +154 +2%
PWM
1412
Pines Wealth Management
North Carolina
$842K -$119K -1,646 -15%
RDWM
1413
Red Door Wealth Management
Tennessee
$840K +$6.05K +84 +0.9%
AA
1414
Alta Advisers
United Kingdom
$839K – – –
RE
1415
Rydar Equities
Texas
$839K +$155K +2,150 +25%
TWM
1416
Thrive Wealth Management
Pennsylvania
$837K -$196K -2,714 -22%
TWP
1417
Tower Wealth Partners
Pennsylvania
$837K +$21.2K +294 +3%
ICP
1418
Impact Capital Partners
Colorado
$832K -$67.6K -938 -9%
AC
1419
Apella Capital
Connecticut
$825K +$168K +2,324 +29%
SP
1420
SmartHarvest Portfolios
Washington
$825K +$46.3K +642 +7%
SFG
1421
SevenBridge Financial Group
Pennsylvania
$825K -$14.4K -200 -2%
DE
1422
Diversified Enterprises
Delaware
$821K -$18K -250 -3%
LAM
1423
Lewis Asset Management
California
$817K +$166K +2,306 +33%
WPW
1424
Waldron Private Wealth
Pennsylvania
$815K – – –
RPC
1425
Rossmore Private Capital
Connecticut
$813K +$50.5K +700 +8%
55 56
57
58 59