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Ametek
AME

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
626
Sapience Investments
California
$562K -$92.5K -509 -13%
FB
627
Fulton Bank
Pennsylvania
$559K +$8.54K +47 +1%
CPCPP
628
Canada Post Corporation Pension Plan
Canada
$556K +$588K +3,232 New
GCP
629
GSA Capital Partners
United Kingdom
$553K +$194K +1,066 +50%
TC
630
Truvestments Capital
Florida
$548K -$26.4K -145 -4%
CNBT
631
Canandaigua National Bank & Trust
New York
$542K -$35.1K -193 -6%
WT
632
Whittier Trust
California
$538K +$38.2K +210 +7%
PCG
633
Prosperity Consulting Group
Maryland
$532K +$2.36K +13 +0.4%
HTC
634
Haverford Trust Company
Pennsylvania
$527K -$6.91K -38 -1%
UWS
635
Unique Wealth Strategies
Illinois
$518K +$547K +3,011 New
BW
636
Blalock Williams
Alabama
$512K +$38K +209 +8%
CFB
637
Cullen/Frost Bankers
Texas
$510K +$178K +978 +49%
PA
638
Parallel Advisors
California
$510K -$50.2K -276 -9%
DCA
639
DSG Capital Advisors
Minnesota
$508K – – –
CIA
640
Compass Ion Advisors
Pennsylvania
$505K +$727 +4 +0.1%
MWM
641
Modera Wealth Management
New Jersey
$504K -$34.7K -191 -6%
TCM
642
Tributary Capital Management
Nebraska
$504K -$12.7K -70 -2%
LWMM
643
Legacy Wealth Management (Mississippi)
Mississippi
$500K -$12.5K -69 -2%
LA
644
LexAurum Advisors
Kansas
$487K +$10.2K +56 +2%
EC
645
EntryPoint Capital
New York
$487K +$514K +2,827 New
RWP
646
RWA Wealth Partners
Massachusetts
$485K -$27.3K -150 -5%
WJWM
647
Williams Jones Wealth Management
New York
$476K +$86.3K +475 +21%
AFWM
648
AMJ Financial Wealth Management
Virginia
$472K – – –
CW
649
CreativeOne Wealth
Kansas
$472K +$98.9K +544 +25%
FRA
650
Frank Rimerman Advisors
California
$471K +$7.09K +39 +1%
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