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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1776
Allen Investment Management
New York
$227K – – –
OWM
1777
OneAscent Wealth Management
Alabama
$227K +$253K +1,800 New
ACA
1778
Arsenal Capital Advisors
Pennsylvania
$227K +$4.5K +32 +2%
JPLA
1779
Joseph P. Lucia & Associates
New York
$227K +$253K +1,794 New
WCFA
1780
Walkner Condon Financial Advisors
Wisconsin
$227K +$17.6K +125 +7%
PA
1781
Planning Alternatives
Michigan
$226K +$36.5K +259 +17%
PWS
1782
Peterson Wealth Services
Utah
$225K -$29.8K -212 -11%
AIM
1783
Axiom Investment Management
New York
$225K +$251K +1,780 New
MWA
1784
Motive Wealth Advisors
Michigan
$224K -$28.3K -201 -10%
TIA
1785
Traphagen Investment Advisors
New Jersey
$223K +$15.2K +108 +7%
USWIA
1786
UP Strategic Wealth Investment Advisors
Pennsylvania
$223K – – –
MCM
1787
M1 Capital Management
Michigan
$223K -$4.93K -35 -2%
CWG
1788
Crown Wealth Group
North Carolina
$223K +$17.6K +125 +8%
ELM
1789
Elite Life Management
Florida
$223K +$985 +7 +0.4%
KWM
1790
Kiker Wealth Management
Georgia
$223K +$248K +1,762 New
OFO
1791
OneAscent Family Office
Alabama
$223K -$306K -2,174 -55%
AIA
1792
AssuredPartners Investment Advisors
Florida
$222K -$207K -1,474 -46%
VCM
1793
Virtue Capital Management
Tennessee
$222K +$50.4K +358 +24%
BAS
1794
Breakthru Advisory Services
Wisconsin
$222K -$8.16K -58 -3%
ICP
1795
Interchange Capital Partners
Pennsylvania
$222K -$121K -861 -22%
RIG
1796
RiverFront Investment Group
Virginia
$221K +$12.2K +87 +5%
GP
1797
Guardian Partners
Canada
$220K +$141 +1 +0.1%
DCM
1798
Dudley Capital Management
Virginia
$220K – – –
FWP
1799
Falcon Wealth Planning
California
$219K +$985 +7 +0.4%
PWM
1800
Purus Wealth Management
California
$219K +$244K +1,736 New
70 71
72
73 74