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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1751
Falcon Wealth Planning
California
$387K +$65.9K +914 +26%
SF
1752
Sun Financial
Utah
$386K +$288 +4 +0.1%
AIM
1753
Acropolis Investment Management
Missouri
$386K – – –
CAI
1754
Capital Advisors Inc
Oklahoma
$385K -$3.17K -44 -1%
MAG
1755
Mayfair Advisory Group
Alabama
$384K -$1.73K -24 -0.5%
MW
1756
Marble Wealth
Alabama
$383K +$6.63K +92 +2%
DJSG
1757
D.J. St. Germain
Massachusetts
$383K – – –
WFA
1758
Wellspring Financial Advisors
Ohio
$383K -$18.6K -258 -6%
MFA
1759
Mayflower Financial Advisors
Massachusetts
$380K +$50.2K +696 +19%
KA
1760
Klingman & Associates
New York
$380K +$18.3K +254 +6%
LI
1761
LRI Investments
Florida
$379K +$30K +416 +11%
AHL
1762
Abel Hall LLC
Louisiana
$377K +$16.6K +230 +6%
HFS
1763
Howard Financial Services
Texas
$376K +$38.3K +532 +14%
CP
1764
Capital Planning
Washington
$375K +$144 +2 +0%
BMCM
1765
Bryn Mawr Capital Management
Pennsylvania
$375K -$74.7K -1,036 -20%
CWA
1766
Canvas Wealth Advisors
Kansas
$375K +$5.33K +74 +2%
FWP
1767
Flatrock Wealth Partners
California
$374K -$57.2K -794 -16%
MA
1768
MCF Advisors
Kentucky
$373K +$5.33K +74 +2%
RIA
1769
Rhodes Investment Advisors
Texas
$372K +$304K +4,220 New
TCOT
1770
Trust Company of Toledo
Ohio
$372K – – –
PCMF
1771
Private Capital Management (Florida)
Florida
$370K – – –
WF
1772
Wayfinding Financial
Washington
$370K +$4.76K +66 +2%
TVPW
1773
Third View Private Wealth
Connecticut
$370K +$302K +4,192 New
SSC
1774
Syverson Strege & Co
Iowa
$369K -$52.6K -730 -15%
SL
1775
Summitry LLC
California
$368K +$301K +4,178 New
69 70
71
72 73