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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
826
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$334K +$346K +1,559 New
SP
827
SIH Partners
Delaware
$331K +$343K +1,542 New
GM
828
GeoWealth Management
Illinois
$329K +$341K +1,533 New
SWM
829
Spire Wealth Management
Virginia
$328K +$338K +1,519 +13,809%
SFS
830
Sowell Financial Services
Arkansas
$325K -$38K -171 -10%
CSIC
831
Clifford Swan Investment Counsel
California
$322K – – –
KBFS
832
Kohmann Bosshard Financial Services
Ohio
$315K -$18.4K -83 -5%
CW
833
CreativeOne Wealth
Kansas
$313K +$2.67K +12 +0.8%
HW
834
Hancock Whitney
Mississippi
$311K -$13.3K -60 -4%
MMG
835
Monetary Management Group
Missouri
$311K – – –
WBC
836
Westpac Banking Corp
Australia
$310K -$67.1K -302 -17%
QL
837
Quarry LP
New York
$310K +$201K +905 +167%
TC
838
TownSquare Capital
Utah
$309K +$17.1K +77 +6%
HFM
839
Harvest Fund Management
China
$309K +$150K +677 +88%
SEIA
840
Signature Estate & Investment Advisors
California
$309K +$444 +2 +0.1%
SC
841
Scotia Capital
Ontario, Canada
$308K -$32.9K -148 -9%
MG
842
Mather Group
Illinois
$306K +$11.1K +50 +4%
AHL
843
Abel Hall LLC
Louisiana
$306K +$76.2K +343 +32%
FHC
844
First Horizon Corporation
Tennessee
$305K -$15.1K -68 -5%
FC
845
Financial Consulate
Maryland
$301K – – –
RCM
846
Radnor Capital Management
Pennsylvania
$300K – – –
CIA
847
Caerus Investment Advisors
Texas
$299K -$98.2K -442 -24%
ACA
848
Aptus Capital Advisors
Alabama
$296K -$164K -738 -35%
TAFW
849
Tred Avon Family Wealth
Maryland
$294K +$20.9K +94 +7%
ICP
850
Impact Capital Partners
Colorado
$294K +$1.56K +7 +0.5%
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