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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$296K +$6.91K +38 +2%
SFS
727
Sowell Financial Services
Arkansas
$293K +$310K +1,703 New
PNAA
728
Pictet North America Advisors
Switzerland
$293K – – –
WOC
729
West Oak Capital
California
$293K – – –
JWCA
730
J.W. Cole Advisors
Florida
$289K +$305K +1,680 New
LA
731
Legacy Advisors
Pennsylvania
$287K +$13.8K +76 +5%
SCA
732
Snowden Capital Advisors
New York
$285K -$37.8K -208 -11%
CCA
733
Checchi Capital Advisers
California
$285K +$6.54K +36 +2%
ECM
734
Evergreen Capital Management
Washington
$284K +$77.8K +428 +35%
QL
735
Quarry LP
New York
$284K +$168K +923 +127%
JSSH
736
J. Safra Sarasin Holding
$283K -$46.7K -257 -14%
CI
737
CX Institutional
Indiana
$280K -$2.54K -14 -0.9%
PM
738
Phraction Management
Connecticut
$280K +$295K +1,625 New
GT
739
Glenview Trust
Kentucky
$279K – – –
GAG
740
Goodman Advisory Group
Massachusetts
$279K +$294K +1,619 New
SMA
741
Sage Mountain Advisors
Georgia
$277K -$28.4K -156 -9%
HKIMG
742
Hutchens & Kramer Investment Management Group
Indiana
$276K +$545 +3 +0.2%
N
743
Numerai
California
$276K +$68.3K +376 +31%
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$276K +$27.4K +151 +10%
MFG
745
MidWestOne Financial Group
Iowa
$272K – – –
BIG
746
Brooklyn Investment Group
New York
$270K -$2.54K -14 -0.9%
AWA
747
Aaron Wealth Advisors
Illinois
$270K +$55.6K +306 +24%
GHA
748
Granite Harbor Advisors
Texas
$269K +$284K +1,564 New
PP
749
PDS Planning
Ohio
$265K +$38K +209 +16%
SIG
750
Sargent Investment Group
Maryland
$263K -$4.73K -26 -2%
28 29
30
31 32