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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
751
Frank Rimerman Advisors
California
$583K +$5.3K +23 +1%
EI
752
EFG International
$583K -$416K -1,804 -43%
AWM
753
AE Wealth Management
Kansas
$583K +$22.6K +98 +4%
AI
754
AdvisorShares Investments
Maryland
$582K +$243K +1,054 +78%
HT
755
Headlands Technologies
Illinois
$576K +$548K +2,379 New
NB
756
Nicolet Bankshares
Wisconsin
$574K +$3K +13 +0.6%
WA
757
Waddell & Associates
Tennessee
$572K -$28.1K -122 -5%
TVPW
758
Third View Private Wealth
Connecticut
$566K -$144K -627 -21%
KPWS
759
Kestra Private Wealth Services
Texas
$551K -$506K -2,198 -49%
ASN
760
Advisory Services Network
Georgia
$547K +$17K +74 +3%
GRP
761
Global Retirement Partners
California
$545K +$519K +2,251 New
WIA
762
World Investment Advisors
California
$539K +$6.91K +30 +1%
LWM
763
Lyell Wealth Management
California
$539K – – –
PA
764
Profund Advisors
Maryland
$537K +$13.1K +57 +3%
RFN
765
RDA Financial Network
Iowa
$536K +$7.37K +32 +1%
IAA
766
Independent Advisor Alliance
North Carolina
$535K +$10.1K +44 +2%
CI
767
Cigna Investments
Connecticut
$532K – – –
FWA
768
FSM Wealth Advisors
Ohio
$526K -$37.5K -163 -7%
GWM
769
GSB Wealth Management
Connecticut
$520K -$49.5K -215 -9%
GFA
770
Gallagher Fiduciary Advisors
Illinois
$517K -$8.75K -38 -2%
DIM
771
Delta Investment Management
California
$517K +$461 +2 +0.1%
AU
772
AlphaGrep UK
$516K +$492K +2,134 New
FFN
773
Focus Financial Network
Minnesota
$515K – – –
AO
774
Advisor OS
Illinois
$510K -$74.6K -324 -13%
TC
775
TAGStone Capital
North Carolina
$509K – – –
29 30
31
32 33