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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
776
Patton Fund Management
Texas
$239K +$227K +1,320 New
QL
777
Quarry LP
New York
$239K -$56.4K -328 -20%
CFP
778
Catalyst Financial Partners
Massachusetts
$237K +$14.3K +83 +7%
PAG
779
Poinciana Advisors Group
Florida
$236K +$225K +1,305 New
QIM
780
Quantitative Investment Management
Virginia
$235K +$224K +1,301 New
FIB
781
First Interstate Bank
Montana
$233K +$4.47K +26 +2%
SCM
782
Shelton Capital Management
Colorado
$231K -$4.82K -28 -2%
TWM
783
TriaGen Wealth Management
California
$227K +$215K +1,252 New
LWCFA
784
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K – – –
ST
785
Smithfield Trust
Pennsylvania
$226K – – –
MWM
786
Mission Wealth Management
California
$224K -$8.26K -48 -4%
EA
787
Everpar Advisors
Oklahoma
$223K -$17.2K -100 -7%
AWA
788
Aaron Wealth Advisors
Illinois
$223K -$57.6K -335 -21%
TPCW
789
TD Private Client Wealth
New York
$222K +$47.5K +276 +29%
VCM
790
Versant Capital Management
Arizona
$220K -$16.5K -96 -7%
AFGAS
791
Allegiance Financial Group Advisory Services
Virginia
$219K +$208K +1,210 New
EW
792
Evoke Wealth
California
$218K +$207K +1,205 New
RA
793
Riverstone Advisors
Texas
$217K – – –
LSIA
794
LaSalle St. Investment Advisors
Illinois
$217K +$6.02M +35,019 +2,985%
GC
795
Gilbert & Cook
Iowa
$216K +$205K +1,194 New
GPA
796
Guerra Pan Advisors
New Jersey
$216K – – –
CAU
797
Caxton Associates (UK)
$215K +$205K +1,189 New
AA
798
Advisory Alpha
Michigan
$215K +$204K +1,188 New
CIC
799
Chilton Investment Company
Connecticut
$215K +$204K +1,186 New
DWM
800
Diversify Wealth Management
Utah
$213K -$39.2K -228 -16%
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