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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1751
Klingman & Associates
New York
$380K +$18.3K +127 +6%
LI
1752
LRI Investments
Florida
$379K +$30K +208 +11%
AHL
1753
Abel Hall LLC
Louisiana
$377K +$16.6K +115 +6%
HFS
1754
Howard Financial Services
Texas
$376K +$38.3K +266 +14%
CP
1755
Capital Planning
Washington
$375K +$144 +1 +0%
BMCM
1756
Bryn Mawr Capital Management
Pennsylvania
$375K -$74.7K -518 -20%
CWA
1757
Canvas Wealth Advisors
Kansas
$375K +$5.33K +37 +2%
FWP
1758
Flatrock Wealth Partners
California
$374K -$57.2K -397 -16%
MA
1759
MCF Advisors
Kentucky
$373K +$5.33K +37 +2%
RIA
1760
Rhodes Investment Advisors
Texas
$372K +$304K +2,110 New
TCOT
1761
Trust Company of Toledo
Ohio
$372K – – –
PCMF
1762
Private Capital Management (Florida)
Florida
$370K – – –
WF
1763
Wayfinding Financial
Washington
$370K +$4.76K +33 +2%
TVPW
1764
Third View Private Wealth
Connecticut
$370K +$302K +2,096 New
SSC
1765
Syverson Strege & Co
Iowa
$369K -$52.6K -365 -15%
SL
1766
Summitry LLC
California
$368K +$301K +2,089 New
SIC
1767
Samalin Investment Counsel
New York
$367K -$26.8K -186 -8%
SL
1768
StoryOne LLC
Kansas
$366K +$300K +2,078 New
TW
1769
ticino wealth
California
$365K -$594K -4,119 -67%
FAOAI
1770
Fund Advisors of America Inc
Florida
$365K +$144 +1 +0%
FFA
1771
Fairfield Financial Advisors
Massachusetts
$364K +$298K +2,067 New
EWM
1772
Endowment Wealth Management
Wisconsin
$363K +$297K +2,061 New
IP
1773
Isthmus Partners
Wisconsin
$363K – – –
CL
1774
COWA LLC
Oklahoma
$363K +$2.16K +15 +0.7%
KMWM
1775
Keudell/Morrison Wealth Management
Oregon
$362K -$41.7K -289 -12%
69 70
71
72 73