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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
1751
Optivise Advisory Services
Tennessee
$218K +$215K +1,611 New
AWM
1752
Atticus Wealth Management
Florida
$217K +$215K +1,606 New
UCB
1753
United Community Bank
South Carolina
$217K +$120K +895 +126%
AFWM
1754
Arta Finance Wealth Management
California
$217K +$214K +1,603 New
SGFG
1755
Silver Grove Financial Group
New York
$217K +$214K +1,602 New
BW
1756
BIP Wealth
Georgia
$216K -$37.6K -281 -15%
AFP
1757
ATLas Financial Planning
Georgia
$216K +$214K +1,600 New
CK
1758
Cohen Klingenstein
New York
$216K +$214K +1,600 New
LCC
1759
Lincoln Capital Corp
Rhode Island
$216K -$88.9K -665 -29%
LWM
1760
Laidlaw Wealth Management
New York
$216K -$118K -885 -36%
WF
1761
Whelan Financial
California
$216K -$113K -845 -35%
MCM
1762
MV Capital Management
Maryland
$216K – – –
GSWM
1763
Golden State Wealth Management
California
$215K – – –
LIA
1764
LBMC Investment Advisors
Tennessee
$215K +$213K +1,592 New
TFM
1765
TFC Financial Management
Massachusetts
$215K -$134 -1 -0.1%
PGA
1766
Portland Global Advisors
Maine
$215K +$213K +1,591 New
JWM
1767
Jackson Wealth Management
Florida
$215K +$213K +1,589 New
CTFG
1768
Capstone Triton Financial Group
Oklahoma
$215K +$213K +1,590 New
CFA
1769
CWS Financial Advisors
Michigan
$215K +$212K +1,588 New
SG
1770
StoneX Group
New York
$214K +$211K +1,579 New
YP
1771
YANKCOM Partnership
South Dakota
$214K -$5.62K -42 -3%
VC
1772
Vicus Capital
Pennsylvania
$213K -$385K -2,876 -65%
KA
1773
Klingman & Associates
New York
$212K +$210K +1,569 New
CCAL
1774
City Center Advisors LLC
Michigan
$212K -$345K -2,577 -62%
CI
1775
Carroll Investors
South Carolina
$211K +$209K +1,565 New
69 70
71
72 73