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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1026
Cherry Tree Wealth Management
Minnesota
$8.62K – – –
RF
1027
Robinswood Financial
Washington
$8.49K – – –
SL
1028
Salomon & Ludwin
Virginia
$8.24K -$2.72K -14 -26%
AIA
1029
Arcadia Investment Advisors
Idaho
$8.21K – – –
SC
1030
SouthState Corp
Florida
$8.21K – – –
IWM
1031
IMG Wealth Management
Florida
$8.21K – – –
B
1032
Bayban
Minnesota
$7.8K +$7.39K +38 New
CWM
1033
Cedar Wealth Management
California
$7.39K – – –
BSB
1034
Bangor Savings Bank
Maine
$7.39K +$7K +36 New
CMBA
1035
C.M. Bidwell & Associates
Hawaii
$7.19K – – –
HFS
1036
Horizon Financial Services
North Carolina
$7.19K +$1.75K +9 +35%
BW
1037
Bravera Wealth
North Dakota
$7.19K +$6.81K +35 New
MSWM
1038
Mowery & Schoenfeld Wealth Management
Illinois
$6.98K – – –
RWM
1039
Raffa Wealth Management
District of Columbia
$6.98K +$1.36K +7 +26%
ME
1040
McIlrath & Eck
Washington
$6.78K – – –
JGIA
1041
Jackson Grant Investment Advisers
Connecticut
$6.16K – – –
FG
1042
Fairman Group
Pennsylvania
$6.16K +$5.84K +30 New
SIC
1043
SJS Investment Consulting
Ohio
$5.96K +$3.7K +19 +190%
KFI
1044
Key Financial Inc
Pennsylvania
$5.95K – – –
CFM
1045
Cornerstone Financial Management
Massachusetts
$5.95K +$5.64K +29 New
AWM
1046
Abound Wealth Management
Tennessee
$5.79K +$389 +2 +8%
EWP
1047
Elevation Wealth Partners
California
$5.75K +$4.86K +25 +833%
NSIM
1048
North Star Investment Management
Illinois
$5.75K +$4.86K +25 +833%
JGCM
1049
Joseph Group Capital Management
Ohio
$5.34K +$5.06K +26 New
YDMI
1050
Y.D. More Investments
Israel
$5.18K +$1.57M +8,049 New
40 41
42
43 44