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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
751
Wallace Advisory Group
California
$259K +$11.6K +64 +5%
TCA
752
Transcend Capital Advisors
New Jersey
$258K +$1.45K +8 +0.5%
CSIC
753
Clifford Swan Investment Counsel
California
$258K +$909 +5 +0.3%
EWA
754
EverSource Wealth Advisors
Alabama
$257K +$7.09K +39 +3%
KBFS
755
Kohmann Bosshard Financial Services
Ohio
$257K – – –
IC
756
Iconiq Capital
California
$254K +$52.2K +287 +24%
HW
757
Hancock Whitney
Mississippi
$254K -$1.16M -6,403 -81%
FMLI
758
Fukoku Mutual Life Insurance
Japan
$254K – – –
CIM
759
Cambria Investment Management
California
$253K +$268K +1,472 New
MMG
760
Monetary Management Group
Missouri
$250K – – –
SIA
761
Schechter Investment Advisors
Michigan
$249K -$196K -1,080 -43%
ICP
762
Impact Capital Partners
Colorado
$248K -$3.09K -17 -1%
RCM
763
Radnor Capital Management
Pennsylvania
$241K – – –
VFA
764
Valeo Financial Advisors
Indiana
$240K +$254K +1,395 New
CAM
765
Claret Asset Management
Quebec, Canada
$240K +$253K +1,393 New
EL
766
EWA LLC
Pennsylvania
$238K +$11.8K +65 +5%
CI
767
Conning Inc
Connecticut
$238K – – –
AFG
768
Atomi Financial Group
New York
$238K +$251K +1,380 New
NP
769
NorthRock Partners
Minnesota
$236K +$3.09K +17 +1%
GFG
770
Greenberg Financial Group
Arizona
$235K +$199K +1,097 New
RWP
771
Ridgecrest Wealth Partners
California
$232K – – –
PAS
772
Professional Advisory Services
Florida
$232K – – –
DWM
773
Diversify Wealth Management
Utah
$232K -$8.18K -45 -3%
AIM
774
Acropolis Investment Management
Missouri
$230K -$46.9K -258 -16%
EA
775
Everpar Advisors
Oklahoma
$230K -$6.54K -36 -3%
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