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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1501
Paradigm Asset Management
New York
$260K – – –
GKIM
1502
GW&K Investment Management
Massachusetts
$259K -$219 -4 -0.1%
CWM
1503
Circle Wealth Management
New Jersey
$259K – – –
TCM
1504
Teza Capital Management
Illinois
$257K -$701K -12,778 -75%
TWP
1505
Triad Wealth Partners
Kansas
$255K +$2.74K +50 +1%
FAFN
1506
First Affirmative Financial Network
Colorado
$254K +$225K +4,106 New
CFP
1507
Comprehensive Financial Planning
Pennsylvania
$254K -$3.29K -60 -1%
PWS
1508
Peterson Wealth Services
Utah
$253K -$217K -3,960 -99%
BCM
1509
Bourgeon Capital Management
Connecticut
$253K +$110 +2 +0%
MWA
1510
Motive Wealth Advisors
Michigan
$253K -$14.6K -266 -6%
SFA
1511
Souders Financial Advisors
Ohio
$253K +$224K +4,084 New
WC
1512
Woodstock Corp
Massachusetts
$252K – – –
ST
1513
Sageworth Trust
Pennsylvania
$252K +$224K +4,078 New
WF
1514
Wayfinding Financial
Washington
$252K -$2.96K -54 -1%
SPC
1515
Sigma Planning Corp
Michigan
$251K -$53.7K -978 -19%
BFO
1516
Biltmore Family Office
North Carolina
$251K -$5.49K -100 -2%
SAG
1517
SageView Advisory Group
California
$250K +$9.88K +180 +5%
EGA
1518
E&G Advisors
Texas
$250K +$222K +4,044 New
LA
1519
Lynch & Associates
Indiana
$248K -$16.5K -300 -7%
SC
1520
Searle & Co
Connecticut
$248K +$219K +4,000 New
SAM
1521
Smithbridge Asset Management
Pennsylvania
$248K +$219K +4,000 New
CAI
1522
Capital Advisors Inc
Oklahoma
$247K +$219K +3,998 New
BWM
1523
BAM Wealth Management
Colorado
$246K +$218K +3,968 New
TCM
1524
TABR Capital Management
California
$245K +$222K +4,050 New
LAM
1525
Longboard Asset Management
Arizona
$245K +$217K +3,960 New
59 60
61
62 63