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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
676
Compass Ion Advisors
Pennsylvania
$843K +$230 +1 +0%
CFB
677
Cullen/Frost Bankers
Texas
$831K -$274K -1,190 -26%
DWM
678
Diversify Wealth Management
Utah
$829K +$419K +1,819 +114%
DAS
679
Diversify Advisory Services
Utah
$829K +$786K +3,411 New
AA
680
Ancora Advisors
Ohio
$828K -$65.7K -285 -8%
HWP
681
Highline Wealth Partners
California
$827K +$780K +3,388 +10,588%
RWP
682
Revolve Wealth Partners
New Jersey
$827K +$788K +3,419 New
GWMR
683
GC Wealth Management RIA
Massachusetts
$799K +$20.7K +90 +3%
PA
684
Parallel Advisors
California
$798K +$13.8K +60 +2%
GT
685
Glenview Trust
Kentucky
$796K +$360K +1,564 +91%
EDRH
686
Edmond de Rothschild Holding
Switzerland
$796K -$224K -971 -23%
DA
687
Drake & Associates
Wisconsin
$790K -$718K -3,118 -49%
IFS
688
Ifrah Financial Services
Arkansas
$789K -$6.91K -30 -0.9%
RFC
689
Regions Financial Corp
Alabama
$787K +$134K +580 +22%
SBFM
690
S-Bank Fund Management
Finland
$777K +$740K +3,213 New
SF
691
Summit Financial
New Jersey
$775K -$5.53K -24 -0.7%
DADC
692
D.A. Davidson & Co
Montana
$772K -$6.45K -28 -0.9%
FB
693
Fulton Bank
Pennsylvania
$768K -$15.4K -67 -2%
TC
694
TwinBeech Capital
New York
$761K -$10.1M -43,974 -93%
JJBC
695
James J. Burns & Company
New York
$755K – – –
NWAG
696
Net Worth Advisory Group
Utah
$746K -$56.2K -244 -7%
SCP
697
Sivia Capital Partners
California
$745K +$9.91K +43 +1%
TPCW
698
TD Private Client Wealth
New York
$745K +$425K +1,843 +149%
TCWA
699
Turtle Creek Wealth Advisors
Texas
$742K +$239K +1,039 +51%
SWP
700
Sagespring Wealth Partners
Tennessee
$741K -$18.9K -82 -3%
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