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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
AE Wealth Management
Kansas
$496K +$61.1K +275 +14%
OL
752
Odyssean LLC
Connecticut
$494K +$512K +2,306 New
FCM
753
Fieldview Capital Management
Michigan
$494K -$803K -3,612 -61%
CG
754
Caprock Group
Idaho
$486K +$503K +2,265 New
WIA
755
World Investment Advisors
California
$478K +$495K +2,229 New
LWM
756
Lyell Wealth Management
California
$477K – – –
FTWA
757
Fifth Third Wealth Advisors
Ohio
$477K +$54.9K +247 +12%
CI
758
Cigna Investments
Connecticut
$471K -$10.2K -46 -2%
ASN
759
Advisory Services Network
Georgia
$469K +$486K +2,186 New
RFN
760
RDA Financial Network
Iowa
$468K -$23.3K -105 -5%
GFA
761
Gallagher Fiduciary Advisors
Illinois
$466K +$8.44K +38 +2%
IAA
762
Independent Advisor Alliance
North Carolina
$465K -$12.9K -58 -3%
PA
763
Profund Advisors
Maryland
$464K +$18.7K +84 +4%
KPWG
764
KFA Private Wealth Group
Virginia
$463K – – –
DIM
765
Delta Investment Management
California
$457K +$73.8K +332 +18%
OCA
766
OpenArc Corporate Advisory
Georgia
$457K -$28.2K -127 -6%
FFN
767
Focus Financial Network
Minnesota
$456K – – –
TC
768
TAGStone Capital
North Carolina
$451K +$468K +2,105 New
LWM
769
LJI Wealth Management
Indiana
$447K – – –
JWCA
770
J.W. Cole Advisors
Florida
$447K +$121K +544 +35%
CI
771
CX Institutional
Indiana
$445K -$4.89K -22 -1%
WDA
772
Wendell David Associates
New Hampshire
$445K – – –
AIP
773
Ameritas Investment Partners
Nebraska
$442K – – –
PS
774
Principal Securities
Iowa
$439K +$39.1K +176 +9%
TCWA
775
Turtle Creek Wealth Advisors
Texas
$435K +$451K +2,031 New
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