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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
ETS
901
ESL Trust Services
New York
$272K – – –
FIB
902
First Interstate Bank
Montana
$272K – – –
JSSH
903
J. Safra Sarasin Holding
$269K -$386K -1,675 -57%
RWM
904
Ritholtz Wealth Management
New York
$269K +$10.6K +46 +4%
GA
905
Greenspring Advisors
Maryland
$268K +$3.23K +14 +1%
WF
906
Welch & Forbes
Massachusetts
$266K +$32K +139 +14%
MFPI
907
Midwest Financial Partners Investments
Minnesota
$266K – – –
BCM
908
Brookstone Capital Management
Illinois
$265K +$252K +1,093 New
ADMI
909
Albert D. Mason Inc
Massachusetts
$262K – – –
WC
910
Waterloo Capital
Texas
$262K +$249K +1,083 New
AOWM
911
Asset One Wealth Management
Washington
$262K +$258K +1,120 New
FCM
912
Fieldview Capital Management
Michigan
$256K -$287K -1,248 -54%
C
913
Certuity
Florida
$255K +$243K +1,056 New
BIAS
914
Beacon Investment Advisory Services
New Jersey
$253K – – –
MBTD
915
Mechanics Bank - Trust Department
California
$250K +$238K +1,035 New
TCM
916
Traynor Capital Management
Pennsylvania
$248K +$1.15K +5 +0.5%
BA
917
Bridgewater Advisors
New York
$246K +$30.4K +132 +15%
WS
918
Wedbush Securities
California
$245K +$233K +1,011 New
FPW
919
Fairvoy Private Wealth
Alabama
$244K -$2.46M -10,678 -91%
FG
920
Foster Group
Iowa
$244K +$232K +1,007 New
NS
921
NBC Securities
Alabama
$243K +$5.3K +23 +2%
TPWM
922
Torrey-Payne Wealth Management
California
$242K – – –
BFG
923
Berger Financial Group
Minnesota
$242K +$691 +3 +0.3%
PPW
924
Parcion Private Wealth
Washington
$241K +$230K +997 New
QWP
925
Quotient Wealth Partners
Texas
$241K -$461 -2 -0.2%
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