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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
2051
Gladstone Institutional Advisory
Florida
$213K -$174K -2,410 -50%
LRIA
2052
Leonard Rickey Investment Advisors
Washington
$213K +$174K +2,412 New
AA
2053
Alesco Advisors
New York
$213K -$449K -6,234 -72%
KAS
2054
Kemnay Advisory Services
New York
$212K +$93K +1,290 +115%
SW
2055
SteelPeak Wealth
California
$212K -$2.56M -35,576 -94%
VHAM
2056
Van Hulzen Asset Management
California
$212K +$173K +2,402 New
LK
2057
Lumbard & Kellner
New Hampshire
$212K -$115K -1,600 -40%
LCWM
2058
Legacy Capital Wealth Management
Texas
$212K +$173K +2,400 New
NCMW
2059
Northern Capital Management (Washington)
Washington
$212K +$173K +2,400 New
PIWA
2060
Prevail Innovative Wealth Advisors
Kansas
$211K +$173K +2,394 New
OWA
2061
Octavia Wealth Advisors
Ohio
$211K +$172K +2,388 New
NA
2062
Nautilus Advisors
California
$210K +$190K +2,640 New
HCM
2063
Hall Capital Management
Rhode Island
$209K +$171K +2,372 New
CMP
2064
Christine Messmer PC
Pennsylvania
$209K +$171K +2,370 New
JF
2065
JMN Financial
Ohio
$208K -$158K -2,190 -48%
WA
2066
WPG Advisers
Maryland
$208K +$30K +416 +21%
SIAG
2067
Safeguard Investment Advisory Group
California
$208K +$170K +2,354 New
CFG
2068
Copley Financial Group
California
$207K +$170K +2,352 New
SWA
2069
SFMG Wealth Advisors
Texas
$207K +$169K +2,348 New
SWM
2070
SHP Wealth Management
Massachusetts
$207K +$42.4K +588 +33%
BF
2071
Brucke Financial
Indiana
$206K +$169K +2,340 New
BHWM
2072
Bay Harbor Wealth Management
Maryland
$206K +$151K +2,100 +890%
MCG
2073
McCollum Christoferson Group
New York
$205K +$168K +2,330 New
JIR
2074
James Investment Research
Ohio
$205K +$168K +2,324 New
MAM
2075
McLean Asset Management
Virginia
$204K +$183K +2,542 New
81 82
83
84 85