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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
VT
651
Vise Technologies
New York
$367K +$357K +2,137 New
BTI
652
Blue Trust Inc
Georgia
$366K +$135K +810 +58%
WDA
653
Wendell David Associates
New Hampshire
$363K – – –
FFN
654
Focus Financial Network
Minnesota
$360K – – –
NG
655
Norden Group
Utah
$359K +$349K +2,093 New
LWM
656
LJI Wealth Management
Indiana
$358K – – –
CCA
657
Checchi Capital Advisers
California
$356K -$25.5K -153 -7%
FWIA
658
Fort Washington Investment Advisors
Ohio
$355K – – –
SWM
659
Segment Wealth Management
Texas
$354K -$4.34K -26 -1%
LWM
660
Lyell Wealth Management
California
$353K – – –
CPIG
661
Chicago Partners Investment Group
Illinois
$352K +$26.9K +161 +8%
HNB
662
Huntington National Bank
Ohio
$352K -$3.67K -22 -1%
FFA
663
Farther Finance Advisors
California
$352K -$226K -1,356 -40%
AIA
664
Alera Investment Advisors
Illinois
$346K -$70.9K -425 -17%
SIA
665
Schechter Investment Advisors
Michigan
$346K -$25.5K -153 -7%
SEIA
666
Signature Estate & Investment Advisors
California
$344K -$2.5K -15 -0.7%
PA
667
Procyon Advisors
Connecticut
$342K +$332K +1,991 New
AAM
668
Advisors Asset Management
Colorado
$342K +$244K +1,462 +277%
CFB
669
Cullen/Frost Bankers
Texas
$340K +$1.17K +7 +0.4%
DTL
670
Dynamic Technology Lab
Singapore
$339K -$330K -1,977 -50%
SWP
671
Strategic Wealth Partners
Ohio
$334K -$15.2K -91 -4%
KWA
672
Kingswood Wealth Advisors
California
$333K +$10K +60 +3%
OWA
673
Outlook Wealth Advisors
Texas
$327K +$30.5K +183 +11%
FNBTCON
674
First National Bank & Trust Co of Newtown
Pennsylvania
$326K – – –
PFS
675
Prospera Financial Services
Texas
$323K +$20.2K +121 +7%
25 26
27
28 29