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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
651
Chicago Partners Investment Group
Illinois
$650K +$38.5K +198 +7%
CIA
652
Compass Ion Advisors
Pennsylvania
$649K -$584 -3 -0.1%
AFCM
653
Applied Finance Capital Management
Puerto Rico
$646K -$239K -1,230 -28%
WANY
654
Wealthspire Advisors (New York)
New York
$638K +$408K +2,096 +207%
AA
655
Ancora Advisors
Ohio
$637K +$540K +2,776 +854%
DCA
656
DSG Capital Advisors
Minnesota
$634K – – –
IWC
657
Integrated Wealth Concepts
Massachusetts
$633K -$789K -4,056 -57%
SF
658
Summit Financial
New Jersey
$627K -$23.5K -121 -4%
FGC
659
First Growth Capital
Maryland
$620K +$513K +2,635 New
EDRH
660
Edmond de Rothschild Holding
Switzerland
$619K -$133K -685 -19%
FCP
661
Fidelis Capital Partners
Florida
$619K +$59.1K +304 +11%
SIC
662
Shoker Investment Counsel
Ohio
$616K – – –
EFS
663
Essex Financial Services
Connecticut
$613K +$246K +1,262 +73%
SFC
664
SYM Financial Corp
Indiana
$609K +$29.4K +151 +5%
PA
665
Parallel Advisors
California
$605K +$35.4K +182 +7%
O
666
Ossiam
France
$600K -$62.5K -321 -10%
BW
667
Blalock Williams
Alabama
$594K -$52.3K -269 -9%
EWM
668
Empirical Wealth Management
Washington
$589K +$558K +2,869 New
AG
669
ASO Group
$577K +$547K +2,811 New
TVPW
670
Third View Private Wealth
Connecticut
$572K +$542K +2,787 New
TCA
671
Transcend Capital Advisors
New Jersey
$567K +$389 +2 +0.1%
LWMM
672
Legacy Wealth Management (Mississippi)
Mississippi
$565K +$142K +730 +36%
ACA
673
Anchor Capital Advisors
Massachusetts
$561K – – –
IAG
674
Investment Advisory Group
Massachusetts
$558K – – –
FFM
675
Forum Financial Management
Illinois
$557K +$3.11K +16 +0.6%
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