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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
851
Opal Wealth Advisors
New York
$44K -$99.1K -576 -70%
CFD
852
Creative Financial Designs
Indiana
$43.3K +$516 +3 +1%
BGA
853
Battery Global Advisors
Massachusetts
$43.2K – – –
PWAM
854
Private Wealth Asset Management
Iowa
$41.4K -$10.7K -62 -21%
T
855
TOBAM
France
$41K -$7.4K -43 -16%
AI
856
AdvisorShares Investments
Maryland
$38.9K +$37K +215 New
SC
857
SouthState Corp
Florida
$36.6K +$11.2K +65 +47%
ZBNA
858
Zions Bancorporation, National Association
Utah
$35.6K -$8.43K -49 -20%
FRA
859
Front Row Advisors
California
$35.3K – – –
BGC
860
Beutel, Goodman & Co
Ontario, Canada
$35K – – –
CPBTD
861
Central Pacific Bank - Trust Division
Hawaii
$34.7K – – –
HI
862
Harbour Investments
Wisconsin
$32.9K -$8.26K -48 -21%
TWC
863
TD Waterhouse Canada
Ontario, Canada
$32.7K -$1.61M -9,373 -98%
MSWA
864
Marshall & Sterling Wealth Advisors
New York
$32K -$3.96K -23 -12%
GKIM
865
GW&K Investment Management
Massachusetts
$32K +$7.23K +42 +31%
NC
866
NewSquare Capital
Pennsylvania
$30.8K +$16.5K +96 +130%
CWP
867
Clark Wealth Partners
Illinois
$29K -$2.06K -12 -7%
SA
868
Scarborough Advisors
Maryland
$28.3K +$27K +157 New
SSG
869
Summit Securities Group
New York
$28K +$26.7K +155 New
DJSG
870
D.J. St. Germain
Massachusetts
$27.7K +$22.7K +132 +629%
BCM
871
Bares Capital Management
Texas
$27.5K – – –
TFA
872
Toth Financial Advisory
Virginia
$27.1K – – –
PPC
873
Park Place Capital
Alabama
$27.1K -$4.13K -24 -14%
NAAA
874
New Age Alpha Advisors
New York
$25.3K – – –
DMBA
875
Deseret Mutual Benefit Administrators
Utah
$25.2K – – –
33 34
35
36 37