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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1501
Ethos Financial Group
Pennsylvania
$664K +$15.3K +106 +2%
SICM
1502
Sustainable Insight Capital Management
New York
$662K -$360K -2,500 -40%
VBCG
1503
Valley Brook Capital Group
Pennsylvania
$661K +$159K +1,105 +42%
ACA
1504
Atlas Capital Advisors
Wyoming
$660K +$29.1K +202 +6%
GPWM
1505
Grant Private Wealth Management
California
$658K -$10.4K -72 -2%
IIL
1506
Income Insurance Ltd
$655K – – –
KIA
1507
KCM Investment Advisors
California
$652K +$5.48K +38 +1%
HBT
1508
Hills Bank & Trust
Iowa
$651K +$532K +3,693 New
SFG
1509
Sunburst Financial Group
Alabama
$649K +$90.2K +626 +21%
MFG
1510
Menard Financial Group
Texas
$646K +$268K +1,858 +103%
RZH
1511
Relyea Zuckerberg Hanson
Connecticut
$645K +$17.7K +123 +3%
LSA
1512
Leonteq Securities AG
Switzerland
$642K -$275K -1,905 -34%
SI
1513
Scharf Investments
California
$640K -$180K -1,248 -26%
WAP
1514
Wealthcare Advisory Partners
Pennsylvania
$638K +$2.45K +17 +0.5%
EP
1515
Essential Partners
California
$636K -$1.64M -11,378 -76%
EI
1516
Ellevest Inc
New York
$634K -$50.3K -349 -9%
CYG
1517
Clean Yield Group
Vermont
$633K -$57.7K -400 -10%
TWA
1518
Tulsa Wealth Advisors
Oklahoma
$631K -$47.6K -330 -8%
WAS
1519
Westco Advisory Services
New York
$630K – – –
AWC
1520
Abundance Wealth Counselors
Pennsylvania
$628K -$7.93K -55 -2%
DW30
1521
Drucker Wealth 3.0
New Jersey
$626K +$721 +5 +0.1%
C
1522
Certuity
Florida
$625K +$101K +702 +25%
CFO
1523
CVA Family Office
Colorado
$621K +$5.33K +37 +1%
GKFF
1524
George Kaiser Family Foundation
Oklahoma
$621K +$507K +3,520 New
HMS
1525
Hanseatic Management Services
New Mexico
$619K +$63.6K +441 +14%
59 60
61
62 63