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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
801
Your Advocates Ltd
Texas
$8.24K – – –
ZB
802
Zions Bancorporation
Utah
$8.08K – – –
AF
803
Advisornet Financial
Minnesota
$8.08K +$3.05K +20 +69%
RIL
804
Rothschild Investment LLC
Illinois
$8.08K +$7.47K +49 New
FMP
805
Financial Management Professionals
Texas
$8K – – –
BIA
806
Bell Investment Advisors
California
$7.92K -$1.07K -7 -13%
BCWM
807
Bartlett & Co Wealth Management
Ohio
$7.43K – – –
VCM
808
Versant Capital Management
Arizona
$7.09K -$1.37K -9 -17%
BC
809
Bartlett & Co
Ohio
$7K – – –
AWM
810
Abound Wealth Management
Tennessee
$6.76K -$915 -6 -13%
TWD
811
True Wealth Design
Ohio
$6.7K – – –
AEPWM
812
Atlantic Edge Private Wealth Management
Florida
$5.94K +$5.49K +36 New
GI
813
Gradient Investments
Minnesota
$5.77K – – –
ME
814
McIlrath & Eck
Washington
$5.44K – – –
PIM
815
Plato Investment Management
Australia
$5.44K +$5.03K +33 New
FRA
816
Frank Rimerman Advisors
California
$5.11K +$4.73K +31 New
JGIA
817
Jackson Grant Investment Advisers
Connecticut
$4.95K – – –
MA
818
MCF Advisors
Kentucky
$4.95K – – –
GBT
819
Grove Bank & Trust
Florida
$4.78K – – –
KFI
820
Key Financial Inc
Pennsylvania
$4.78K – – –
RWM
821
Raffa Wealth Management
District of Columbia
$4.45K – – –
SIC
822
SJS Investment Consulting
Ohio
$4.29K +$305 +2 +8%
GWMIA
823
Global Wealth Management Investment Advisory
Florida
$4.29K +$3.96K +26 New
UFF
824
USA Financial Formulas
Michigan
$4.12K – – –
CTA
825
Colonial Trust Advisors
South Carolina
$3.96K +$2.9K +19 +380%
31 32
33
34 35