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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
CX Institutional
Indiana
$264K -$2.94K -17 -1%
TCA
702
Transcend Capital Advisors
New Jersey
$264K +$273K +1,582 New
MFG
703
MidWestOne Financial Group
Iowa
$263K – – –
FCP
704
Fidelis Capital Partners
Florida
$255K +$31.3K +181 +13%
NP
705
NorthRock Partners
Minnesota
$254K +$52.2K +302 +25%
BTI
706
Blue Trust Inc
Georgia
$254K +$117K +679 +96%
CSIC
707
Clifford Swan Investment Counsel
California
$253K – – –
DWM
708
Diversify Wealth Management
Utah
$252K +$281K +1,629 New
CVA
709
Central Valley Advisors
California
$252K +$8.64K +50 New
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$251K -$49.1K -284 -16%
CMBA
711
C.M. Bidwell & Associates
Hawaii
$250K -$1.04K -6 -0.4%
CI
712
Conning Inc
Connecticut
$250K +$9.5K +55 +4%
QWP
713
Quotient Wealth Partners
Texas
$247K -$63.2K -366 -20%
FMLI
714
Fukoku Mutual Life Insurance
Japan
$246K – – –
LA
715
Legacy Advisors
Pennsylvania
$243K -$5.87K -34 -2%
FL
716
Fort LP
Maryland
$242K -$1.73K -10 -0.7%
TPI
717
Trust Point Inc
Wisconsin
$242K -$172K -995 -41%
CGL
718
Clarius Group LLC
Washington
$241K -$14.9K -86 -6%
EWM
719
Empirical Wealth Management
Washington
$238K +$247K +1,429 New
PWLP
720
Prio Wealth Limited Partnership
Massachusetts
$236K +$25.9K +150 +12%
RCM
721
Radnor Capital Management
Pennsylvania
$233K – – –
WAG
722
Wallace Advisory Group
California
$229K +$237K +1,371 New
PP
723
PDS Planning
Ohio
$228K -$5.53K -32 -2%
KWMG
724
King Wealth Management Group
Florida
$228K – – –
SCM
725
Shelton Capital Management
Colorado
$228K – – –
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