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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
776
Rockwood Wealth Management
Pennsylvania
– -$390K -2,651 Closed
FC
777
Financial Council
Maryland
– -$355K -2,416 Closed
NA
778
NewEdge Advisors
Louisiana
– -$330K -2,243 Closed
SM
779
Sciencast Management
New Jersey
– -$305K -2,100 Closed
TNA
780
True North Advisors
Texas
– -$303K -2,061 Closed
GC
781
Gilbert & Cook
Iowa
– -$301K -2,046 Closed
BTWM
782
Baker Tilly Wealth Management
Wisconsin
– -$266K -1,807 Closed
SDH
783
Sloy Dahl & Holst
Washington
– -$220K -1,775 Closed
WANY
784
Wealthspire Advisors (New York)
New York
– -$260K -1,771 Closed
YIA
785
YHB Investment Advisors
Connecticut
– -$259K -1,760 Closed
EA
786
Elm Advisors
California
– -$235K -1,600 Closed
CI
787
Conning Inc
Connecticut
– -$233K -1,588 Closed
EN1L
788
Engine No 1 LLC
California
– -$233K -1,583 Closed
FA
789
FDx Advisors
Illinois
– -$226K -1,536 Closed
CIC
790
Carnegie Investment Counsel
Ohio
– -$226K -1,535 Closed
KLC
791
Knowledge Leaders Capital
Colorado
– -$226K -1,534 Closed
FNFDCM
792
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$224K -1,522 Closed
IWA
793
IBEX Wealth Advisors
New Jersey
– -$221K -1,503 Closed
MPI
794
Mairs & Power Inc
Minnesota
– -$216K -1,471 Closed
AP
795
Appleton Partners
Massachusetts
– -$215K -1,465 Closed
NEPPG
796
New England Professional Planning Group
Rhode Island
– -$209K -1,449 Closed
FC
797
Financial Consulate
Maryland
– -$206K -1,404 Closed
CG
798
CFO4Life Group
Texas
– -$204K -1,387 Closed
KWMG
799
King Wealth Management Group
Florida
– -$201K -1,365 Closed
RWP
800
Ridgecrest Wealth Partners
California
– -$199K -1,350 Closed
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