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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
626
Summit Financial
New Jersey
$597K -$27.4K -149 -4%
NWAG
627
Net Worth Advisory Group
Utah
$595K -$365K -1,986 -39%
BW
628
Blalock Williams
Alabama
$595K +$28.9K +157 +5%
CIA
629
Compass Ion Advisors
Pennsylvania
$595K +$368 +2 +0.1%
CNBT
630
Canandaigua National Bank & Trust
New York
$592K – – –
DADC
631
D.A. Davidson & Co
Montana
$572K -$38.6K -210 -6%
CAU
632
Caxton Associates (UK)
$568K +$337K +1,833 +154%
WT
633
Whittier Trust
California
$565K – – –
BC
634
Bridgefront Capital
Texas
$564K -$705K -3,832 -56%
SIC
635
Shoker Investment Counsel
Ohio
$564K – – –
JFG
636
Jefferies Financial Group
New York
$559K +$548K +2,976 New
DCA
637
DSG Capital Advisors
Minnesota
$555K – – –
NLGIA
638
Nippon Life Global Investors Americas
New York
$547K -$226K -1,230 -30%
MWM
639
Modera Wealth Management
New Jersey
$539K -$6.99K -38 -1%
FB
640
Fulton Bank
Pennsylvania
$538K -$18.4K -100 -3%
LA
641
LexAurum Advisors
Kansas
$535K +$184 +1 +0%
EWA
642
EverSource Wealth Advisors
Alabama
$535K +$59.1K +321 +13%
SPA
643
Sherbrooke Park Advisers
New York
$533K +$522K +2,836 New
TC
644
Truvestments Capital
Florida
$531K -$58.7K -319 -10%
SFC
645
SYM Financial Corp
Indiana
$530K +$518K +2,817 New
HNB
646
Huntington National Bank
Ohio
$526K +$92.9K +505 +22%
HT
647
Headlands Technologies
Illinois
$525K -$352K -1,912 -41%
NP
648
NorthRock Partners
Minnesota
$521K +$206K +1,121 +68%
PA
649
Parallel Advisors
California
$520K +$9.75K +53 +2%
TCA
650
Transcend Capital Advisors
New Jersey
$519K +$139K +753 +38%
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