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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
676
West Oak Capital
California
$311K – – –
CCAL
677
City Center Advisors LLC
Michigan
$310K +$292K +1,695 New
BTWM
678
Baker Tilly Wealth Management
Wisconsin
$310K +$37.4K +217 +15%
1WA
679
180 Wealth Advisors
Washington
$309K -$3.79K -22 -1%
FTIS
680
First Trust Investment Solutions
Florida
$305K +$288K +1,670 New
HKIMG
681
Hutchens & Kramer Investment Management Group
Indiana
$305K +$19.6K +114 +7%
DIM
682
Delta Investment Management
California
$305K +$3.96K +23 +1%
ACA
683
Aptus Capital Advisors
Alabama
$302K +$284K +1,651 New
MIA
684
MainStreet Investment Advisors
Illinois
$302K – – –
CL
685
Choreo LLC
Illinois
$300K -$2.07K -12 -0.7%
EA
686
Everpar Advisors
Oklahoma
$298K -$271K -1,571 -49%
GT
687
Glenview Trust
Kentucky
$298K -$1.55K -9 -0.5%
KBFS
688
Kohmann Bosshard Financial Services
Ohio
$294K – – –
CI
689
CX Institutional
Indiana
$293K +$72.9K +423 +36%
AIM
690
Acropolis Investment Management
Missouri
$292K -$10.3K -60 -4%
MIM
691
Morningstar Investment Management
Illinois
$291K – – –
MFG
692
MidWestOne Financial Group
Iowa
$289K – – –
PS
693
Principal Securities
Iowa
$284K +$18.1K +105 +7%
BRWA
694
B. Riley Wealth Advisors
Florida
$284K +$98.7K +573 +43%
CGL
695
Clarius Group LLC
Washington
$280K -$50.5K -293 -16%
CSIC
696
Clifford Swan Investment Counsel
California
$277K – – –
CMBA
697
C.M. Bidwell & Associates
Hawaii
$276K -$6.72K -39 -3%
AP
698
Appleton Partners
Massachusetts
$274K – – –
LA
699
Legacy Advisors
Pennsylvania
$273K +$35.7K +207 +16%
FW
700
FirstPurpose Wealth
Utah
$271K -$9.3K -54 -3%
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