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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1601
Apella Capital
Connecticut
$308K +$24.9K +186 +9%
ML
1602
McAdam LLC
Pennsylvania
$308K -$6.69K -50 -2%
CWM
1603
Calamos Wealth Management
Illinois
$308K +$8.16K +61 +3%
DIP
1604
DT Investment Partners
Pennsylvania
$308K +$272K +2,031 +819%
CWS
1605
Confluence Wealth Services
Pennsylvania
$308K +$305K +2,277 New
KWM
1606
KFG Wealth Management
Indiana
$308K +$304K +2,276 New
CC
1607
Courier Capital
New York
$308K -$13.4K -100 -4%
CWM
1608
Circle Wealth Management
New Jersey
$306K +$22.7K +170 +8%
TAM
1609
Titleist Asset Management
Texas
$305K -$4.82K -36 -2%
VBCG
1610
Valley Brook Capital Group
Pennsylvania
$305K +$53.5K +400 +22%
EPM
1611
Elm Partners Management
Pennsylvania
$304K – – –
SL
1612
StoryOne LLC
Kansas
$304K – – –
SA
1613
Sovran Advisors
California
$304K +$263K +1,970 New
WCP
1614
Wick Capital Partners
Pennsylvania
$304K +$76.4K +571 +34%
WIM
1615
Warwick Investment Management
Texas
$303K – – –
MVF
1616
Markin Volterra Fund
New York
$302K +$299K +2,236 New
SHWA
1617
Safe Harbor Wealth Advisors
Ohio
$302K +$281K +2,100 New
LGF
1618
LGT Group Foundation
Liechtenstein
$301K +$296K +2,212 New
OR
1619
Olympiad Research
Connecticut
$301K -$3.34K -25 -1%
WPA
1620
Wealth Preservation Advisors
Tennessee
$300K – – –
IIM
1621
Ipswich Investment Management
Massachusetts
$300K +$2.67K +20 +0.9%
LFM
1622
LGT Fund Management
Liechtenstein
$300K -$334K -2,500 -53%
BSSFA
1623
Baron Silver Stevens Financial Advisors
Florida
$299K -$104K -778 -26%
SC
1624
Saybrook Capital
North Carolina
$298K – – –
CP
1625
Capital Planning
Washington
$297K -$33.2K -248 -10%
63 64
65
66 67