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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
GW
626
GW & Wade
Massachusetts
$299K – – –
BRWA
627
B. Riley Wealth Advisors
Florida
$297K +$50.1K +343 +23%
PWPS
628
Pinnacle Wealth Planning Services
Ohio
$295K – – –
PWG
629
Portside Wealth Group
Utah
$294K +$265K +1,816 New
TWI
630
Thomas White International
Illinois
$291K +$263K +1,798 New
BL
631
Balentine LLC
Georgia
$291K -$221K -1,514 -46%
GT
632
Glenview Trust
Kentucky
$290K +$3.07K +21 +1%
NB
633
Nicolet Bankshares
Wisconsin
$290K +$3.65K +25 +1%
AAS
634
Avantax Advisory Services
Texas
$279K +$292 +2 +0.1%
WOC
635
West Oak Capital
California
$275K – – –
UM
636
UniSuper Management
Australia
$275K +$248K +1,700 New
SIA
637
Schechter Investment Advisors
Michigan
$274K -$13K -89 -5%
CANY
638
Caxton Associates (New York)
New York
$270K – – –
CL
639
Choreo LLC
Illinois
$270K +$2.04K +14 +0.8%
CPIG
640
Chicago Partners Investment Group
Illinois
$265K -$10.2K -70 -4%
CI
641
CX Institutional
Indiana
$264K +$22.5K +154 +10%
FB
642
Fulton Bank
Pennsylvania
$262K -$5.11K -35 -2%
EFSCE
643
Enterprise Financial Services Corp (EFSC)
Missouri
$262K -$1.31K -9 -0.6%
WC
644
Waterloo Capital
Texas
$259K +$234K +1,602 New
BOH
645
Bank of Hawaii
Hawaii
$259K -$14.9K -102 -6%
FAIM
646
Financial Advocates Investment Management
Washington
$259K +$146 +1 +0.1%
MFG
647
MidWestOne Financial Group
Iowa
$255K -$153K -1,050 -40%
PCM
648
Penn Capital Management
Pennsylvania
$255K -$9.93K -68 -4%
SIM
649
Sentry Investment Management
Wisconsin
$252K – – –
MIM
650
Morningstar Investment Management
Illinois
$252K +$227K +1,555 New
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