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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
826
Gilbert & Cook
Iowa
$273K +$20.6K +106 +9%
FMI
827
Frec Markets Inc
California
$269K +$255K +1,310 New
EA
828
Everpar Advisors
Oklahoma
$267K +$20.2K +104 +9%
PAG
829
Poinciana Advisors Group
Florida
$265K -$2.53K -13 -1%
SCM
830
Shelton Capital Management
Colorado
$263K – – –
TAFW
831
Tred Avon Family Wealth
Maryland
$262K -$1.17K -6 -0.5%
SP
832
SmartHarvest Portfolios
Washington
$262K +$248K +1,274 New
CI
833
Conning Inc
Connecticut
$259K -$12.6K -65 -5%
AFGAS
834
Allegiance Financial Group Advisory Services
Virginia
$257K +$9.34K +48 +4%
ST
835
Smithfield Trust
Pennsylvania
$257K – – –
TWM
836
TriaGen Wealth Management
California
$257K – – –
BTD
837
BankPlus Trust Department
Mississippi
$255K – – –
UFF
838
USA Financial Formulas
Michigan
$254K +$154K +793 +178%
MWM
839
Mission Wealth Management
California
$254K +$7K +36 +3%
BRWA
840
B. Riley Wealth Advisors
Florida
$252K -$42K -216 -15%
FFA
841
Fi3 Financial Advisors
Indiana
$252K +$11.5K +59 +5%
SOW
842
State of Wyoming
Wyoming
$250K -$113K -579 -32%
CWP
843
Curated Wealth Partners
California
$250K +$237K +1,216 New
VIS
844
Vega Investment Solutions
France
$248K +$233K +1,199 New
RA
845
Riverstone Advisors
Texas
$246K – – –
LSIA
846
LaSalle St. Investment Advisors
Illinois
$246K – – –
JSSH
847
J. Safra Sarasin Holding
$245K -$670K -3,446 -74%
CWM
848
Calamos Wealth Management
Illinois
$245K -$1.75K -9 -0.7%
GPA
849
Guerra Pan Advisors
New Jersey
$245K – – –
DCU
850
Dara Capital US
Florida
$243K +$230K +1,184 New
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