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Ametek
AME

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
701
Morningstar Investment Management
Illinois
$276K +$2.67K +16 +1%
CI
702
CX Institutional
Indiana
$274K +$2.5K +15 +0.9%
AIM
703
Acropolis Investment Management
Missouri
$274K – – –
MFG
704
MidWestOne Financial Group
Iowa
$271K – – –
GCC
705
Guardian Capital (Canada)
Ontario, Canada
$271K +$263K +1,577 New
BIG
706
Brooklyn Investment Group
New York
$269K +$14.5K +87 +6%
FT
707
Fiduciary Trust
Massachusetts
$264K +$41.7K +250 +19%
LA
708
Legacy Advisors
Pennsylvania
$263K +$12.2K +73 +5%
1WA
709
180 Wealth Advisors
Washington
$262K -$8.18K -49 -3%
SIG
710
Sargent Investment Group
Maryland
$261K -$41.2K -247 -14%
CSIC
711
Clifford Swan Investment Counsel
California
$260K – – –
TCA
712
Transcend Capital Advisors
New Jersey
$260K -$11.5K -69 -4%
SMA
713
Sage Mountain Advisors
Georgia
$259K +$252K +1,508 New
DWM
714
Diversify Wealth Management
Utah
$259K -$12.9K -77 -5%
HFA
715
Harbert Fund Advisors
Alabama
$258K +$250K +1,500 New
CI
716
Conning Inc
Connecticut
$257K -$501 -3 -0.2%
XT
717
XTX Topco
Cayman Islands
$256K -$1.71M -10,252 -87%
CC
718
Corton Capital
Ontario, Canada
$256K +$249K +1,492 New
EL
719
EWA LLC
Pennsylvania
$255K +$668 +4 +0.3%
FMLI
720
Fukoku Mutual Life Insurance
Japan
$253K – – –
GFA
721
Gallagher Fiduciary Advisors
Illinois
$252K +$245K +1,469 New
SAM
722
Shell Asset Management
Netherlands
$252K +$245K +1,468 New
EWA
723
EverSource Wealth Advisors
Alabama
$250K +$87.6K +525 +56%
MMG
724
Monetary Management Group
Missouri
$249K +$242K +1,450 New
AWM
725
Axxcess Wealth Management
California
$248K +$241K +1,444 New
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