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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1726
Exchange Bank
California
$395K – – –
WDC
1727
Woodward Diversified Capital
California
$394K +$29.3K +203 +10%
CWM
1728
Circle Wealth Management
New Jersey
$393K – – –
AWAU
1729
Alliance Wealth Advisors (Utah)
Utah
$393K -$47K -326 -13%
GA
1730
Greenspring Advisors
Maryland
$392K +$321K +2,226 New
CFP
1731
Comprehensive Financial Planning
Pennsylvania
$392K +$321K +2,226 New
EL
1732
Essex LLC
Illinois
$392K +$321K +2,226 New
IIM
1733
Ipswich Investment Management
Massachusetts
$391K – – –
WPA
1734
Wealth Preservation Advisors
Tennessee
$391K – – –
LWM
1735
Latko Wealth Management
Illinois
$391K +$7.64K +53 +2%
BWM
1736
BlackDiamond Wealth Management
New York
$391K -$3.75K -26 -1%
3IP
1737
3Chopt Investment Partners
Virginia
$390K +$318K +2,208 New
EWM
1738
Elevatus Welath Management
New York
$389K +$318K +2,207 New
ESC
1739
Eurizon SLJ Capital
$389K – – –
HWM
1740
Howard Wealth Management
Connecticut
$388K -$42.5K -295 -12%
LFM
1741
LGT Fund Management
Liechtenstein
$388K -$230K -1,597 -42%
FWP
1742
Falcon Wealth Planning
California
$387K +$65.9K +457 +26%
SF
1743
Sun Financial
Utah
$386K +$288 +2 +0.1%
AIM
1744
Acropolis Investment Management
Missouri
$386K – – –
CAI
1745
Capital Advisors Inc
Oklahoma
$385K -$3.17K -22 -1%
MAG
1746
Mayfair Advisory Group
Alabama
$384K -$1.73K -12 -0.5%
MW
1747
Marble Wealth
Alabama
$383K +$6.63K +46 +2%
DJSG
1748
D.J. St. Germain
Massachusetts
$383K – – –
WFA
1749
Wellspring Financial Advisors
Ohio
$383K -$18.6K -129 -6%
MFA
1750
Mayflower Financial Advisors
Massachusetts
$380K +$50.2K +348 +19%
68 69
70
71 72