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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1001
Keating Financial Advisory Services
Kansas
$81.3K +$20K +87 +35%
TFA
1002
Transamerica Financial Advisors
Florida
$80.8K +$18.9K +82 +33%
LCM
1003
Logan Capital Management
Pennsylvania
$80.3K +$76.5K +332 New
T
1004
TOBAM
France
$80K +$15.2K +66 +25%
ZBNA
1005
Zions Bancorporation, National Association
Utah
$72.1K +$8.75K +38 +15%
NEWAS
1006
N.E.W. Advisory Services
Wisconsin
$70.6K -$96.1K -417 -59%
SOW
1007
State of Wyoming
Wyoming
$69.2K -$123K -533 -65%
SW
1008
StrongBox Wealth
Missouri
$69.2K +$65.9K +286 New
QC
1009
Quent Capital
New York
$68.6K -$921 -4 -1%
CA
1010
Continuum Advisory
Idaho
$66.5K -$565K -2,452 -90%
GKIM
1011
GW&K Investment Management
Massachusetts
$66K -$1.61K -7 -3%
DMBA
1012
Deseret Mutual Benefit Administrators
Utah
$64.6K -$6.68K -29 -10%
EP
1013
Evelyn Partners
$62.9K +$59.9K +260 New
PWM
1014
Proathlete Wealth Management
Florida
$60.5K – – –
AIM
1015
Anchor Investment Management
South Carolina
$60.2K – – –
BGA
1016
Battery Global Advisors
Massachusetts
$57.8K – – –
CFD
1017
Creative Financial Designs
Indiana
$56.9K – – –
FCAS
1018
First Command Advisory Services
Texas
$54.9K -$26.5K -115 -34%
WIM
1019
Westside Investment Management
California
$54.2K – – –
BWA
1020
Basecamp Wealth Advisors
Washington
$53.7K – – –
FNWA
1021
Financial Network Wealth Advisors
Utah
$50.4K +$7.6K +33 +19%
FRA
1022
Front Row Advisors
California
$50K – – –
CA
1023
Crewe Advisors
Utah
$49.4K +$35.7K +155 +316%
OCWP
1024
Owl Creek Wealth Partners
Colorado
$46K +$1.15K +5 +3%
CTC
1025
Central Trust Company
Missouri
$44.3K +$38.2K +166 +976%
39 40
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