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Ametek
AME

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$593K +$562K +4,242 New
TL
502
Tradewinds LLC
North Carolina
$583K +$294K +2,221 New
HWM
503
HB Wealth Management
Georgia
$581K +$103K +779 +23%
PCOC
504
Power Corp of Canada
Canada
$579K – – –
ACM
505
Aquatic Capital Management
Illinois
$573K +$543K +4,100 New
QCM
506
Quantinno Capital Management
New York
$569K +$126K +953 +31%
SAM
507
Shell Asset Management
Netherlands
$557K -$136K -1,029 -21%
TFGT
508
TS Financial Group (TSFG)
Illinois
$555K – – –
TCM
509
Teza Capital Management
Illinois
$548K +$520K +3,923 New
SC
510
Sepio Capital
Utah
$548K -$3.71K -28 -0.7%
FCBT
511
First Citizens Bank & Trust
North Carolina
$545K -$36.4K -275 -7%
AA
512
AlphaMark Advisors
Kentucky
$533K +$23.2K +175 +5%
MSFS
513
Main Street Financial Solutions
Pennsylvania
$523K +$5.17K +39 +1%
SFA
514
Sequoia Financial Advisors
Ohio
$518K +$136K +1,026 +38%
BP
515
Ballentine Partners
Massachusetts
$518K -$1.32K -10 -0.3%
SWP
516
Strategic Wealth Partners
Ohio
$517K -$15.9K -120 -3%
I
517
InceptionR
California
$511K +$484K +3,654 New
OBWP
518
O'Brien Wealth Partners
Massachusetts
$506K -$147K -1,111 -23%
AM
519
AGF Management
Ontario, Canada
$499K +$473K +3,572 New
WTC
520
WhitTier Trust Company
Nevada
$497K -$141K -1,066 -23%
ASN
521
Advisory Services Network
Georgia
$481K -$47.8K -361 -9%
CWM
522
Connecticut Wealth Management
Connecticut
$480K +$9.68K +73 +2%
ACM
523
Acrisure Capital Management
Texas
$478K +$453K +3,418 New
BPA
524
Beacon Pointe Advisors
California
$476K +$5.57K +42 +1%
PCM
525
Penn Capital Management
Pennsylvania
$475K -$19.9K -150 -4%
19 20
21
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