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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
676
LJI Wealth Management
Indiana
$376K – – –
SWP
677
Sagespring Wealth Partners
Tennessee
$376K +$380K +2,087 New
SWM
678
Segment Wealth Management
Texas
$372K – – –
AW
679
Apricus Wealth
South Carolina
$370K -$38.3K -210 -9%
LWM
680
Lyell Wealth Management
California
$370K – – –
BPA
681
Beacon Pointe Advisors
California
$368K -$348K -1,912 -48%
SSB
682
Sandy Spring Bank
Maryland
$365K -$72.9K -400 -17%
FFA
683
Farther Finance Advisors
California
$361K -$7.83K -43 -2%
SRC
684
Shufro Rose & Co
New York
$361K -$54.6K -300 -13%
CFGW
685
Chancellor Financial Group WB
Pennsylvania
$361K +$364K +2,000 New
EDRH
686
Edmond de Rothschild Holding
Switzerland
$361K +$364K +2,000 New
CFB
687
Cullen/Frost Bankers
Texas
$358K +$1.46K +8 +0.4%
CA
688
Commerzbank Aktiengesellschaft
Germany
$357K +$47.5K +261 +15%
BFM
689
Boothbay Fund Management
New York
$355K +$117K +643 +48%
FNBTCON
690
First National Bank & Trust Co of Newtown
Pennsylvania
$342K – – –
JSSH
691
J. Safra Sarasin Holding
$342K -$747K -4,102 -68%
CDDEC
692
Caisse Des Depots Et Consignations
France
$342K +$345K +1,896 New
PFS
693
Prospera Financial Services
Texas
$339K -$546 -3 -0.2%
FA
694
Fedenia Advisers
Wisconsin
$338K +$342K +1,877 New
LSIA
695
LaSalle St. Investment Advisors
Illinois
$337K +$302K +1,657 New
SCA
696
Snowden Capital Advisors
New York
$336K -$165K -905 -33%
WANY
697
Wealthspire Advisors (New York)
New York
$335K +$338K +1,858 New
QWP
698
Quotient Wealth Partners
Texas
$332K +$12.8K +70 +4%
DIM
699
Delta Investment Management
California
$330K +$364 +2 +0.1%
LSAG
700
Lake Street Advisors Group
New Hampshire
$329K +$25.1K +138 +8%
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