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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
726
Atomi Financial Group
New York
$301K +$48.5K +282 +20%
NP
727
NorthRock Partners
Minnesota
$298K +$47.7K +277 +20%
CCA
728
Checchi Capital Advisers
California
$298K -$2.24K -13 -0.8%
TB
729
Terril Brothers
Missouri
$298K +$283K +1,645 New
SFS
730
Sowell Financial Services
Arkansas
$295K -$12.7K -74 -4%
SCP
731
Sivia Capital Partners
California
$295K +$280K +1,628 New
GT
732
Glenview Trust
Kentucky
$294K +$688 +4 +0.2%
GAG
733
Goodman Advisory Group
Massachusetts
$293K – – –
EFS
734
Essex Financial Services
Connecticut
$292K +$73.1K +425 +36%
BTWM
735
Baker Tilly Wealth Management
Wisconsin
$290K -$20.1K -117 -7%
AWM
736
AE Wealth Management
Kansas
$288K +$274K +1,592 New
GCC
737
Guardian Capital (Canada)
Ontario, Canada
$286K -$24.8K -144 -8%
MFG
738
MidWestOne Financial Group
Iowa
$286K – – –
PTC
739
Petrus Trust Company
Texas
$286K +$271K +1,578 New
WAG
740
Wallace Advisory Group
California
$285K +$38K +221 +15%
SCA
741
Snowden Capital Advisors
New York
$283K -$16K -93 -6%
GHA
742
Granite Harbor Advisors
Texas
$283K – – –
JSW
743
Journey Strategic Wealth
New Jersey
$283K +$269K +1,562 New
II
744
Inspire Investing
Idaho
$282K -$45.6K -265 -15%
CAM
745
Claret Asset Management
Quebec, Canada
$279K +$25.6K +149 +11%
HCM
746
Howard Capital Management
Georgia
$275K +$37.2K +216 +17%
FA
747
Fedenia Advisers
Wisconsin
$272K -$54.9K -319 -17%
CSIC
748
Clifford Swan Investment Counsel
California
$272K +$172 +1 +0.1%
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$270K -$18.6K -108 -7%
KBFS
750
Kohmann Bosshard Financial Services
Ohio
$270K – – –
28 29
30
31 32