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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
576
Beacon Pointe Advisors
California
$295K -$50.8K -371 -16%
CFB
577
Cullen/Frost Bankers
Texas
$293K – – –
GW
578
GW & Wade
Massachusetts
$291K +$958 +7 +0.4%
WT
579
Whittier Trust
California
$290K +$25.3K +185 +10%
B
580
Bailard
California
$286K – – –
GLA
581
Good Life Advisors
Pennsylvania
$285K – – –
HKIMG
582
Hutchens & Kramer Investment Management Group
Indiana
$283K +$288K +2,105 New
KBFS
583
Kohmann Bosshard Financial Services
Ohio
$275K -$29.3K -214 -10%
IC
584
IEQ Capital
California
$270K -$56.6K -414 -18%
CG
585
Caprock Group
Idaho
$267K +$2.05K +15 +0.8%
BTWM
586
Baker Tilly Wealth Management
Wisconsin
$266K +$247K +1,807 New
MFW
587
Meristem Family Wealth
Minnesota
$266K +$248K +1,812 New
CCA
588
Checchi Capital Advisers
California
$264K +$13.7K +100 +6%
CWM
589
Connecticut Wealth Management
Connecticut
$263K +$1.23K +9 +0.5%
GT
590
Glenview Trust
Kentucky
$261K – – –
WANY
591
Wealthspire Advisors (New York)
New York
$260K +$242K +1,771 New
YIA
592
YHB Investment Advisors
Connecticut
$259K -$4.24K -31 -2%
SC
593
Savant Capital
Illinois
$258K +$240K +1,752 New
NB
594
Nicolet Bankshares
Wisconsin
$255K -$56.1K -410 -19%
WH
595
Willner & Heller
California
$254K +$281K +2,051 New
WOC
596
West Oak Capital
California
$250K – – –
PFO
597
Pathstone Family Office
New Jersey
$247K +$229K +1,676 New
SFA
598
Sequoia Financial Advisors
Ohio
$247K +$230K +1,679 New
TMAM
599
Tokio Marine Asset Management
Japan
$243K +$227K +1,656 New
CA
600
Cetera Advisors
Colorado
$242K +$4.24K +31 +2%
22 23
24
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