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Ametek
AME

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
751
Edgestream Partners
New Jersey
$248K -$807K -4,431 -76%
SAG
752
SageView Advisory Group
California
$248K +$250K +1,375 New
MOS
753
MGO One Seven
Ohio
$247K +$250K +1,372 New
EA
754
Everpar Advisors
Oklahoma
$247K +$364 +2 +0.1%
MG
755
Mather Group
Illinois
$246K -$729 -4 -0.3%
SCM
756
Shelton Capital Management
Colorado
$246K – – –
KWMG
757
King Wealth Management Group
Florida
$246K – – –
NP
758
NorthRock Partners
Minnesota
$244K -$50.5K -277 -17%
RWP
759
Ridgecrest Wealth Partners
California
$243K – – –
PAS
760
Professional Advisory Services
Florida
$243K – – –
BC
761
Bridgefront Capital
Texas
$241K -$191K -1,046 -44%
PP
762
PDS Planning
Ohio
$239K -$8.74K -48 -3%
OR
763
Olympiad Research
Connecticut
$238K +$241K +1,322 New
EL
764
EWA LLC
Pennsylvania
$237K -$182 -1 -0.1%
WAG
765
Wallace Advisory Group
California
$235K +$13.7K +75 +6%
MWM
766
Mission Wealth Management
California
$233K +$4.01K +22 +2%
LWCFA
767
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K +$45.4K +249 +25%
AWA
768
Aaron Wealth Advisors
Illinois
$227K +$230K +1,262 New
FIB
769
First Interstate Bank
Montana
$226K +$229K +1,255 New
ST
770
Smithfield Trust
Pennsylvania
$225K – – –
SCM
771
Semanteon Capital Management
Massachusetts
$223K +$225K +1,237 New
N
772
Numerai
California
$221K +$223K +1,226 New
GL
773
Graypoint LLC
New York
$221K +$223K +1,223 New
BONST
774
Bank of Nova Scotia Trust
Ontario, Canada
$220K -$5.28K -29 -2%
ECM
775
Evergreen Capital Management
Washington
$220K +$1.27K +7 +0.6%
29 30
31
32 33