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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
GS
776
GTS Securities
Florida
$281K +$275K +1,494 New
KBFS
777
Kohmann Bosshard Financial Services
Ohio
$280K – – –
MPWT
778
MassMutual Private Wealth & Trust
Connecticut
$277K -$3.31K -18 -1%
CW
779
CreativeOne Wealth
Kansas
$277K -$284K -1,544 -51%
TC
780
TownSquare Capital
Utah
$275K -$649K -3,529 -71%
MMG
781
Monetary Management Group
Missouri
$273K – – –
SFS
782
Sowell Financial Services
Arkansas
$272K -$33.5K -182 -11%
BRWA
783
B. Riley Wealth Advisors
Florida
$272K -$67.2K -365 -20%
WA
784
Waddell & Associates
Tennessee
$272K +$266K +1,445 New
TNB
785
Thomasville National Bank
Georgia
$269K +$263K +1,430 New
PP
786
PDS Planning
Ohio
$267K +$2.39K +13 +0.9%
CCA
787
Checchi Capital Advisers
California
$265K -$43.2K -235 -14%
FC
788
Financial Consulate
Maryland
$264K +$258K +1,404 New
RCM
789
Radnor Capital Management
Pennsylvania
$263K – – –
EW
790
Evoke Wealth
California
$262K +$34.8K +189 +16%
HW
791
Hancock Whitney
Mississippi
$260K -$368 -2 -0.1%
ICP
792
Impact Capital Partners
Colorado
$256K +$4.05K +22 +2%
EL
793
EWA LLC
Pennsylvania
$254K -$1.66K -9 -0.7%
PAS
794
Professional Advisory Services
Florida
$254K – – –
RWP
795
Ridgecrest Wealth Partners
California
$254K – – –
MAP
796
Moody Aldrich Partners
Massachusetts
$253K +$247K +1,344 New
CI
797
Conning Inc
Connecticut
$249K – – –
PFM
798
Patton Fund Management
Texas
$248K – – –
CFP
799
Catalyst Financial Partners
Massachusetts
$248K +$1.47K +8 +0.6%
PAG
800
Poinciana Advisors Group
Florida
$245K – – –
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