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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
601
Barrett Asset Management
New York
$238K -$46.8K -342 -17%
FTDI
602
First Trust Direct Indexing
Massachusetts
$236K -$2.19K -16 -1%
SWM
603
SeaCrest Wealth Management
New York
$236K +$220K +1,608 New
EA
604
Elm Advisors
California
$235K +$219K +1,600 New
EN1L
605
Engine No 1 LLC
California
$233K +$217K +1,583 New
CI
606
Conning Inc
Connecticut
$233K +$217K +1,588 New
GDP
607
Great Diamond Partners
Maine
$231K +$215K +1,575 New
OTL
608
Oak Thistle LLC
New York
$228K +$212K +1,553 New
KLC
609
Knowledge Leaders Capital
Colorado
$226K +$210K +1,534 New
CIC
610
Carnegie Investment Counsel
Ohio
$226K +$210K +1,535 New
FA
611
FDx Advisors
Illinois
$226K +$210K +1,536 New
AWS
612
AJ Wealth Strategies
New York
$226K +$210K +1,537 New
FNFDCM
613
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$224K +$208K +1,522 New
BIAS
614
Beacon Investment Advisory Services
New Jersey
$224K +$208K +1,523 New
1WA
615
180 Wealth Advisors
Washington
$222K -$1.37K -10 -0.6%
SWP
616
Stratos Wealth Partners
Ohio
$222K +$206K +1,509 New
IWA
617
IBEX Wealth Advisors
New Jersey
$221K – – –
APP
618
Alpha Paradigm Partners
Illinois
$221K +$86.7K +634 +73%
SCM
619
Shelton Capital Management
Colorado
$221K +$205K +1,502 New
SDH
620
Sloy Dahl & Holst
Washington
$220K – – –
CPIG
621
Chicago Partners Investment Group
Illinois
$217K +$1.5K +11 +0.7%
CS
622
Comerica Securities
Michigan
$217K +$202K +1,477 New
MPI
623
Mairs & Power Inc
Minnesota
$216K -$129K -940 -39%
AP
624
Appleton Partners
Massachusetts
$215K +$200K +1,465 New
MMG
625
Monetary Management Group
Missouri
$213K – – –
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