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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
976
JFS Wealth Advisors
Pennsylvania
$24.4K +$5.64K +29 +32%
PWMG
977
Prestige Wealth Management Group
New Jersey
$24.2K – – –
CWP
978
Clark Wealth Partners
Illinois
$23.8K – – –
KAS
979
Kemnay Advisory Services
New York
$22K +$20.8K +107 New
AP
980
Atwood & Palmer
Missouri
$21.4K – – –
FFA
981
Frazier Financial Advisors
Ohio
$21.1K -$6.23K -32 -24%
GSWM
982
Golden State Wealth Management
California
$20.1K – – –
LSA
983
Leonteq Securities AG
Switzerland
$19.9K -$10.1K -52 -35%
NAAA
984
New Age Alpha Advisors
New York
$19.7K -$8.56K -44 -31%
LC
985
Lavaca Capital
Texas
$19.7K – – –
KFP
986
Kerr Financial Planning
California
$19.3K – – –
OAJ
987
Ogorek Anthony Joseph
New York
$19K +$778 +4 +4%
CAL
988
Capital Advisors Ltd
Ohio
$17K – – –
CAL
989
Capital Analysts LLC
Pennsylvania
$16K -$778 -4 -5%
GBT
990
Grove Bank & Trust
Florida
$15.2K +$5.84K +30 +68%
RTL
991
Red Tortoise LLC
Georgia
$15K – – –
CFFP
992
Center for Financial Planning
Michigan
$14.6K – – –
CT
993
Clearstead Trust
Maine
$14K +$8.56K +44 +183%
TCOV
994
Trust Company of Vermont
Vermont
$14K – – –
PWA
995
Physician Wealth Advisors
Utah
$13.8K +$778 +4 +6%
AT
996
Arlington Trust
Alabama
$12.7K +$12.1K +62 New
TM
997
Torren Management
California
$12.3K +$11.7K +60 New
PB
998
Prosperity Bancshares
Texas
$12.3K +$11.7K +60 New
BFS
999
Bare Financial Services
Pennsylvania
$12.1K +$5.84K +30 +103%
GWM
1000
Greenline Wealth Management
Florida
$12.1K +$11.5K +59 New
38 39
40
41 42