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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1701
Hilltop National Bank
Wyoming
$44.2K – – –
BCM
1702
Bares Capital Management
Texas
$43.7K – – –
ITIM
1703
Indiana Trust & Investment Management
Indiana
$43.3K – – –
APM
1704
Advanced Portfolio Management
New York
$42.2K +$22.1K +402 New
SC
1705
SouthState Corp
Florida
$42K -$24.4K -444 -40%
SS
1706
Sunbelt Securities
Texas
$41.4K +$12.9K +236 +55%
CSC
1707
Caldwell Sutter Capital
California
$40.6K +$32.9K +600 +1,071%
IW
1708
Imprint Wealth
South Carolina
$40.3K +$35.8K +652 New
KFP
1709
Kerr Financial Planning
California
$40.2K +$32.9K +600 New
CCMI
1710
Creative Capital Management Investments
California
$39.6K – – –
IWP
1711
IAG Wealth Partners
Wisconsin
$38.9K +$34.5K +628 New
FC
1712
Fairscale Capital
New Hampshire
$38.8K – – –
CCM
1713
Cloud Capital Management
Washington
$38K +$34K +620 New
RTL
1714
Red Tortoise LLC
Georgia
$37.1K – – –
AIM
1715
Anchor Investment Management
South Carolina
$33.2K – – –
HHMI
1716
Howard Hughes Medical Institute
Maryland
$32.4K +$110 +2 +0.4%
LFASL
1717
Lugano Financial Advisors SA (LFA)
Switzerland
$32.2K +$4.39K +80 +18%
RFG
1718
REAP Financial Group
Texas
$31.6K +$768 +14 +3%
KG
1719
Kilter Group
New York
$31.2K +$3.73K +68 +16%
DIP
1720
DT Investment Partners
Pennsylvania
$30.7K – – –
HWP
1721
Highline Wealth Partners
California
$30.2K +$5.16K +94 +24%
ABWM
1722
Alpine Bank Wealth Management
Colorado
$30.1K +$26.7K +486 New
DF
1723
Dunhill Financial
United Kingdom
$30K – – –
CWM
1724
Copia Wealth Management
Oregon
$29.7K – – –
NFSG
1725
Newbridge Financial Services Group
Florida
$29.1K -$777K -14,170 -97%
67 68
69
70 71