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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1401
Welch & Forbes
Massachusetts
$340K – – –
NED
1402
Nancy E. Dempze
$340K – – –
BWM
1403
Baron Wealth Management
Michigan
$339K -$29.2K -266 -9%
RA
1404
Riversedge Advisors
Delaware
$339K +$301K +2,741 New
MWM
1405
Modera Wealth Management
New Jersey
$338K -$33.5K -305 -10%
KIA
1406
KCM Investment Advisors
California
$337K +$21.9K +200 +8%
PCH
1407
PGIM Custom Harvest
New Jersey
$337K +$21.1K +192 +8%
CFO
1408
CVA Family Office
Colorado
$337K +$878 +8 +0.3%
EFG
1409
Ethos Financial Group
Pennsylvania
$337K -$387K -3,529 -57%
4WM
1410
49 Wealth Management
Texas
$336K -$768 -7 -0.3%
NHT
1411
New Hampshire Trust
New Hampshire
$334K -$21.8K -199 -7%
HWM
1412
Howard Wealth Management
Connecticut
$334K – – –
GBT
1413
Grove Bank & Trust
Florida
$333K – – –
KCP
1414
Kera Capital Partners
California
$331K +$294K +2,677 New
SC
1415
Seldon Capital
California
$330K – – –
FSC
1416
Full Sail Capital
Oklahoma
$328K +$291K +2,654 New
APW
1417
Austin Private Wealth
Texas
$327K +$38.6K +352 +15%
KFSC
1418
Keystone Financial Services (Colorado)
Colorado
$325K +$2.96K +27 +1%
PPC
1419
Park Place Capital
Alabama
$324K -$4.61K -42 -2%
CCMG
1420
Clark Capital Management Group
Pennsylvania
$320K +$283K +2,583 New
LIC
1421
Laurus Investment Counsel
Canada
$319K -$101K -920 -26%
AGP
1422
Autumn Glory Partners
Texas
$317K – – –
SP
1423
Symmetry Partners
Connecticut
$317K +$281K +2,562 New
SFWA
1424
Summit Financial Wealth Advisors
Louisiana
$317K +$48.4K +441 +21%
AAB
1425
ABN AMRO Bank
Netherlands
$313K +$280K +2,555 New
55 56
57
58 59