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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
651
180 Wealth Advisors
Washington
$279K -$8.69K -57 -3%
WOC
652
West Oak Capital
California
$278K – – –
WBC
653
Westpac Banking Corp
Australia
$277K -$12.7K -83 -5%
LSAG
654
Lake Street Advisors Group
New Hampshire
$276K +$255K +1,671 New
CPIG
655
Chicago Partners Investment Group
Illinois
$274K +$610 +4 +0.2%
AIM
656
Acropolis Investment Management
Missouri
$273K +$3.81K +25 +2%
CL
657
Choreo LLC
Illinois
$273K – – –
AAS
658
Avantax Advisory Services
Texas
$272K -$15.1K -99 -6%
MIA
659
MainStreet Investment Advisors
Illinois
$272K -$96K -630 -28%
MSS
660
Mitchell Sinkler & Starr
Pennsylvania
$272K +$251K +1,648 New
DIM
661
Delta Investment Management
California
$271K -$290K -1,903 -54%
GT
662
Glenview Trust
Kentucky
$270K -$25.5K -167 -9%
FL
663
Fort LP
Maryland
$269K -$22.4K -147 -8%
EFSCE
664
Enterprise Financial Services Corp (EFSC)
Missouri
$268K +$2.74K +18 +1%
KBFS
665
Kohmann Bosshard Financial Services
Ohio
$265K -$30.3K -199 -11%
MG
666
Mather Group
Illinois
$265K +$1.83K +12 +0.8%
BOH
667
Bank of Hawaii
Hawaii
$264K – – –
MIM
668
Morningstar Investment Management
Illinois
$263K +$5.79K +38 +2%
MFG
669
MidWestOne Financial Group
Iowa
$260K – – –
HKIMG
670
Hutchens & Kramer Investment Management Group
Indiana
$260K -$44.4K -291 -16%
UB
671
UMB Bank
Missouri
$259K -$84.8K -556 -26%
FW
672
FirstPurpose Wealth
Utah
$258K +$22K +144 +10%
CMBA
673
C.M. Bidwell & Associates
Hawaii
$255K +$230K +1,512 +4,320%
SWM
674
Segment Wealth Management
Texas
$254K +$234K +1,538 New
BIG
675
Brooklyn Investment Group
New York
$252K +$233K +1,528 New
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