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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
926
Quotient Wealth Partners
Texas
$241K -$461 -2 -0.2%
TPBG
927
Turning Point Benefit Group
Maryland
$239K +$13.1K +57 +6%
CWP
928
Curated Wealth Partners
California
$236K -$8.52K -37 -4%
CA
929
Commerzbank Aktiengesellschaft
Germany
$235K -$210K -912 -48%
LWM
930
LeConte Wealth Management
Tennessee
$231K +$220K +954 New
TWP
931
Triad Wealth Partners
Kansas
$231K +$218K +946 New
VEA
932
Virtus ETF Advisers
New York
$230K +$29.3K +127 +15%
EP
933
Essential Partners
California
$230K -$326K -1,415 -60%
LWMM
934
Legacy Wealth Management (Mississippi)
Mississippi
$230K -$415K -1,800 -65%
JCM
935
Jacobi Capital Management
Pennsylvania
$229K +$218K +945 New
AA
936
Alta Advisers
United Kingdom
$227K – – –
RWA
937
River Wealth Advisors
Pennsylvania
$227K – – –
ACG
938
Allen Capital Group
Nebraska
$224K +$214K +927 New
BFO
939
Boston Family Office
Massachusetts
$224K +$213K +926 New
AFA
940
AA Financial Advisors
Ohio
$223K +$212K +920 New
QFW
941
QTR Family Wealth
Florida
$221K +$211K +915 New
CI
942
Conning Inc
Connecticut
$221K -$38.2K -166 -15%
AWM
943
Angeles Wealth Management
California
$220K +$210K +911 New
AAS
944
Ameritas Advisory Services
Nebraska
$219K +$209K +906 New
BB
945
Bell Bank
North Dakota
$217K +$206K +895 New
ZIM
946
Zacks Investment Management
Illinois
$216K +$206K +894 New
SL
947
Summitry LLC
California
$216K +$206K +893 New
CSPIA
948
Cary Street Partners Investment Advisory
Virginia
$216K +$205K +892 New
PAI
949
Pittenger & Anderson Inc
Nebraska
$215K +$61.7K +268 +43%
DE
950
Defiance ETFs
New York
$215K +$209K +908 New
36 37
38
39 40