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Amphenol

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1926
Plante Moran Financial Advisors
Michigan
$65.4K – – –
PB
1927
Prosperity Bancshares
Texas
$64.9K +$72.4K +1,028 New
Optiver Holding
1928
Optiver Holding
Netherlands
$64.3K +$71.6K +1,018 New
SWA
1929
SOA Wealth Advisors
New York
$64.2K +$21.1K +300 +1%
SWP
1930
Strategic Wealth Partners
Ohio
$63.7K -$2.81K -40 -4%
JWA
1931
JFS Wealth Advisors
Pennsylvania
$63.5K +$1.97K +28 +3%
SEP
1932
Signature Equity Partners
Ohio
$63.4K -$12K -170 -14%
HHCP
1933
Hilton Head Capital Partners
South Carolina
$63.3K +$2.39K +34 +4%
LAM
1934
LOM Asset Management
$63.2K – – –
AWM
1935
Activest Wealth Management
Florida
$62.9K -$14.9K -212 -18%
AWM
1936
Abound Wealth Management
Tennessee
$62.3K +$38.1K +542 +122%
FCAS
1937
First Command Advisory Services
Texas
$61.5K +$46.5K +660 +212%
OWA
1938
Opal Wealth Advisors
New York
$59.4K +$66.2K +940 New
BLC
1939
Brown, Lisle/Cummings
Rhode Island
$58.6K +$52.6K +748 +416%
SFCL
1940
Strengthening Families & Communities LLC
Massachusetts
$57.9K -$6.9K -98 -10%
GA
1941
GoalVest Advisory
New York
$56.9K – – –
HNB
1942
Hilltop National Bank
Wyoming
$56K +$5.49K +78 +10%
BIA
1943
Bell Investment Advisors
California
$55.1K -$23.6K -336 -28%
HCM
1944
Hollencrest Capital Management
California
$54.1K -$1.67M -23,666 -97%
LWM
1945
Lodestone Wealth Management
Washington
$53.3K -$3.52K -50 -6%
NEWAS
1946
N.E.W. Advisory Services
Wisconsin
$53.3K – – –
BW
1947
Basepoint Wealth
Iowa
$52.8K +$282 +4 +0.5%
PF
1948
PlanVest Financial
Maryland
$52.6K +$58.6K +832 New
HBW
1949
Hazlett, Burt & Watson
West Virginia
$52K +$9.85K +140 +21%
SWA
1950
Strategic Wealth Advisors
Arizona
$51K – – –