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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
676
Security National Trust
West Virginia
$14K -$17.4K -130 -56%
GRP
677
Global Retirement Partners
California
$14K -$2.01K -15 -12%
AIA
678
Arcadia Investment Advisors
Idaho
$13.8K – – –
PWMG
679
Prestige Wealth Management Group
New Jersey
$13K – – –
MUMSS
680
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K +$13.4K +100 New
JCM
681
Jacobi Capital Management
Pennsylvania
$12K – – –
AWA
682
Arkadios Wealth Advisors
Georgia
$11K – – –
TFO
683
Tarbox Family Office
California
$11K – – –
GWS
684
Glassman Wealth Services
Virginia
$11K +$1.88K +14 +20%
VCM
685
Versant Capital Management
Arizona
$11K +$2.41K +18 +29%
RA
686
Resolute Advisors
California
$10K – – –
WLPWM
687
Walled Lake Planning & Wealth Management
Illinois
$10K – – –
GAM
688
Gemmer Asset Management
California
$10K +$2.41K +18 +32%
CQS
689
Credential Qtrade Securities
$9.08K – – –
HR
690
Howe & Rusling
New York
$9K -$1.21K -9 -11%
TWA
691
TCI Wealth Advisors
Arizona
$9K +$1.74K +13 +23%
BWM
692
BerganKDV Wealth Management
Minnesota
$8K – – –
EWA
693
Evolution Wealth Advisors
Florida
$8K – – –
HWMA
694
Heritage Wealth Management (Arizona)
Arizona
$7K -$67.2K -502 -90%
ETC
695
Exchange Traded Concepts
Oklahoma
$7K -$1.61K -12 -18%
HF
696
Halpern Financial
Virginia
$6.14K – – –
SWA
697
SOA Wealth Advisors
New York
$6K -$12.2K -91 -64%
MCM
698
MV Capital Management
Maryland
$6K +$4.82K +36 +600%
JWM
699
Janiczek Wealth Management
Colorado
$6K +$5.89K +44 New
FMP
700
Financial Management Professionals
Texas
$5K -$1.47K -11 -22%
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