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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
651
Anchor Capital Advisors
Massachusetts
$514K – – –
IAG
652
Investment Advisory Group
Massachusetts
$511K – – –
FCP
653
Fidelis Capital Partners
Florida
$510K +$8.65K +47 +2%
GPWM
654
Grant Private Wealth Management
California
$509K +$498K +2,707 New
CPIG
655
Chicago Partners Investment Group
Illinois
$508K +$41.6K +226 +9%
FFM
656
Forum Financial Management
Illinois
$507K +$184 +1 +0%
TCM
657
Tributary Capital Management
Nebraska
$507K -$23.9K -130 -5%
MWM
658
Maridea Wealth Management
New York
$507K +$498K +2,704 New
SLG
659
Stanley-Laman Group
Pennsylvania
$505K +$494K +2,687 New
ECM
660
Element Capital Management
New York
$503K +$492K +2,676 New
MM
661
MQS Management
New York
$496K -$17.5K -95 -3%
SWP
662
Sagespring Wealth Partners
Tennessee
$495K -$4.78K -26 -1%
SFI
663
Susquehanna Fundamental Investments
Pennsylvania
$494K -$2.92M -15,877 -86%
OBWP
664
O'Brien Wealth Partners
Massachusetts
$479K – – –
PA
665
Profund Advisors
Maryland
$478K -$67.7K -368 -13%
WJWM
666
Williams Jones Wealth Management
New York
$477K – – –
PAS
667
Point72 Asia (Singapore)
Singapore
$477K +$466K +2,535 New
CIA
668
Caerus Investment Advisors
Texas
$476K +$466K +2,532 New
LFAS
669
Level Four Advisory Services
Texas
$475K +$2.39K +13 +0.5%
GD
670
Grandfield & Dodd
New York
$474K – – –
MWM
671
Moran Wealth Management
Florida
$474K +$464K +2,522 New
DS
672
DRW Securities
Illinois
$471K +$461K +2,507 New
SWM
673
Segment Wealth Management
Texas
$456K – – –
ST
674
Sageworth Trust
Pennsylvania
$456K +$446K +2,423 New
CFG
675
Citizens Financial Group
Rhode Island
$450K +$27.6K +150 +7%
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