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Ametek
AME

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
651
Beacon Pointe Advisors
California
$993K -$203K -881 -18%
MAM
652
Martingale Asset Management
Massachusetts
$991K -$691 -3 -0.1%
ABC
653
Associated Banc-Corp
Wisconsin
$973K +$622K +2,700 +205%
MIM
654
Morningstar Investment Management
Illinois
$968K – – –
FFA
655
Farther Finance Advisors
California
$962K -$293K -1,272 -24%
AAS
656
Annex Advisory Services
Wisconsin
$961K -$65.7K -285 -7%
HP
657
Hikari Power
Japan
$953K – – –
KCP
658
Kera Capital Partners
California
$950K +$28.1K +122 +3%
TE
659
Tema ETFs
New York
$946K +$66.8K +290 +8%
FISPB
660
Fideuram - Intesa Sanpaolo Private Banking
$940K +$296K +1,286 +49%
NG
661
Norden Group
Utah
$940K -$193K -837 -18%
PCG
662
Prosperity Consulting Group
Maryland
$923K +$116K +503 +15%
HSA
663
HBK Sorce Advisory
Pennsylvania
$916K -$54.1K -235 -6%
AIM
664
Aigen Investment Management
New York
$916K +$264K +1,146 +43%
CIA
665
Choate Investment Advisors
Massachusetts
$902K +$859K +3,727 New
ECM
666
Evergreen Capital Management
Washington
$900K +$212K +922 +33%
WP
667
Woodline Partners
California
$890K -$1.64M -7,123 -66%
FCBT
668
First Citizens Bank & Trust
North Carolina
$887K +$28.1K +122 +3%
AF
669
Allworth Financial
California
$885K +$62.4K +271 +8%
PWG
670
Portside Wealth Group
Utah
$884K +$46.5K +202 +6%
GT
671
Greenleaf Trust
Michigan
$869K +$691 +3 +0.1%
WPC
672
Wedmont Private Capital
Pennsylvania
$862K +$17K +74 +2%
FFG
673
Forum Finance Group
$852K – – –
AA
674
Advisory Alpha
Michigan
$846K +$124K +537 +18%
UB
675
UMB Bank
Missouri
$845K -$5.07K -22 -0.6%
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