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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
701
Headlands Technologies
Illinois
$95.5K +$82K +525 +434%
CT
702
Cambridge Trust
Massachusetts
$86.6K – – –
DJSG
703
D.J. St. Germain
Massachusetts
$83K – – –
TWM
704
Tradition Wealth Management
Minnesota
$83K +$156 +1 +0.2%
HIA
705
Harbor Investment Advisory
Maryland
$73.6K +$77.8K +498 New
IUHSA
706
Itau Unibanco Holding S.A.
Brazil
$66.6K +$6.4K +41 +10%
LC
707
Lindbrook Capital
California
$64.3K +$31.1K +199 +84%
LWANC
708
Laurel Wealth Advisors (North Carolina)
North Carolina
$59.1K – – –
BTI
709
Blue Trust Inc
Georgia
$51K +$781 +5 +2%
EWM
710
Evermay Wealth Management
Virginia
$51K – – –
IA
711
IFP Advisors
Florida
$48.8K -$804K -5,149 -94%
KFP
712
KB Financial Partners
New Jersey
$48K -$11.1K -71 -18%
TC
713
Truvestments Capital
Florida
$47.3K – – –
AF
714
Allworth Financial
California
$46.5K +$2.03K +13 +4%
SIC
715
Salem Investment Counselors
North Carolina
$43.9K – – –
CAS
716
Coppell Advisory Solutions
Texas
$43.7K +$8.12K +52 +20%
LWCFA
717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.1K – – –
SFCL
718
Strengthening Families & Communities LLC
Massachusetts
$40K +$3.59K +23 +9%
HFM
719
Harvest Fund Management
China
$37K – – –
JFGIW
720
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.9K -$9.37K -60 -19%
MWM
721
Mascoma Wealth Management
New Hampshire
$36.5K +$38.6K +247 New
IFS
722
Intelligent Financial Strategies
Minnesota
$35K – – –
GWS
723
Glassman Wealth Services
Virginia
$34.4K +$781 +5 +2%
DMBA
724
Deseret Mutual Benefit Administrators
Utah
$31.6K -$1.56K -10 -4%
LS
725
Livforsakringsbolaget Skandia
Sweden
$30.9K – – –
27 28
29
30 31