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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
601
Freedom Investment Management
Connecticut
$287K -$24.7K -174 -8%
1WA
602
180 Wealth Advisors
Washington
$284K -$25.6K -180 -8%
MGIA
603
Moneta Group Investment Advisors
Missouri
$284K -$9.52K -67 -3%
DIM
604
Delta Investment Management
California
$281K +$5.54K +39 +2%
CAM
605
Cresset Asset Management
Illinois
$279K -$277K -1,952 -50%
HKIMG
606
Hutchens & Kramer Investment Management Group
Indiana
$277K +$27.1K +191 +11%
KBFS
607
Kohmann Bosshard Financial Services
Ohio
$272K – – –
GW
608
GW & Wade
Massachusetts
$269K -$25K -176 -9%
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$265K -$2.98K -21 -1%
ACM
610
Aquatic Capital Management
Illinois
$262K -$327K -2,300 -56%
SIA
611
Schechter Investment Advisors
Michigan
$259K +$8.24K +58 +3%
MA
612
Mutual Advisors
Nebraska
$258K +$19.6K +138 +8%
GT
613
Glenview Trust
Kentucky
$258K – – –
NB
614
Nicolet Bankshares
Wisconsin
$256K – – –
AAS
615
Avantax Advisory Services
Texas
$250K +$245K +1,723 New
FLPIM
616
F.L. Putnam Investment Management
Massachusetts
$248K +$242K +1,706 New
CRI
617
Colonial River Investments
Virginia
$247K -$13.1K -92 -5%
BOH
618
Bank of Hawaii
Hawaii
$247K -$49.7K -350 -17%
WOC
619
West Oak Capital
California
$247K – – –
SWM
620
SeaCrest Wealth Management
New York
$243K +$6.54K +46 +3%
CANY
621
Caxton Associates (New York)
New York
$242K +$3.98K +28 +2%
FB
622
Fulton Bank
Pennsylvania
$241K +$235K +1,655 New
CL
623
Choreo LLC
Illinois
$240K +$235K +1,653 New
CPIG
624
Chicago Partners Investment Group
Illinois
$240K +$569 +4 +0.2%
PCM
625
Penn Capital Management
Pennsylvania
$239K -$250K -1,756 -52%
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