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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
626
Wendell David Associates
New Hampshire
$346K +$68.6K +450 +27%
PA
627
Parallel Advisors
California
$344K -$14.9K -98 -4%
LWM
628
LJI Wealth Management
Indiana
$344K -$38.1K -250 -11%
WH
629
Willner & Heller
California
$343K +$317K +2,082 New
AA
630
ALPS Advisors
Colorado
$342K -$18.3K -120 -5%
LWM
631
Lyell Wealth Management
California
$339K +$313K +2,054 New
FFN
632
Focus Financial Network
Minnesota
$334K – – –
PWG
633
Portside Wealth Group
Utah
$333K -$9.15K -60 -3%
MGIA
634
Moneta Group Investment Advisors
Missouri
$330K +$13K +85 +4%
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$328K -$73.3K -481 -19%
CFB
636
Cullen/Frost Bankers
Texas
$327K -$7.32K -48 -2%
PCM
637
Prelude Capital Management
New York
$326K -$2.94M -19,275 -91%
QC
638
Quadrature Capital
United Kingdom
$317K -$311K -2,038 -51%
FNBTCON
639
First National Bank & Trust Co of Newtown
Pennsylvania
$313K – – –
VF
640
Virtu Financial
New York
$312K -$526K -3,451 -65%
KWA
641
Kingswood Wealth Advisors
California
$309K +$286K +1,874 New
FB
642
Fulton Bank
Pennsylvania
$307K +$27.6K +181 +11%
GW
643
GW & Wade
Massachusetts
$305K – – –
CGL
644
Clarius Group LLC
Washington
$300K -$23K -151 -8%
CA
645
Commerzbank Aktiengesellschaft
Germany
$300K +$277K +1,816 New
LNC
646
Lincoln National Corp
Pennsylvania
$300K +$58.4K +383 +27%
PWPS
647
Pinnacle Wealth Planning Services
Ohio
$300K -$152 -1 -0.1%
RAM
648
Ramirez Asset Management
New York
$296K – – –
NB
649
Nicolet Bankshares
Wisconsin
$287K -$6.1K -40 -2%
BFM
650
Boothbay Fund Management
New York
$284K -$132K -869 -34%
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26
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