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Ametek
AME

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1051
Golden State Wealth Management
California
$23.7K – – –
LC
1052
Lavaca Capital
Texas
$23.2K – – –
KAS
1053
Kemnay Advisory Services
New York
$23.2K +$921 +4 +4%
PUI
1054
Purpose Unlimited Inc
$22.6K +$5.07K +22 +31%
SL
1055
Salomon & Ludwin
Virginia
$22.1K – – –
CT
1056
Clearstead Trust
Maine
$21.3K +$4.61K +20 +29%
CPG
1057
Cornerstone Planning Group
New Jersey
$21.1K +$6.22K +27 +44%
WAG
1058
Wilkerson Advisory Group
Missouri
$21K +$230 +1 +1%
CAL
1059
Capital Advisors Ltd
Ohio
$21K – – –
KFP
1060
Kerr Financial Planning
California
$20.3K – – –
TCOV
1061
Trust Company of Vermont
Vermont
$19.4K +$18.4K +80 New
GBT
1062
Grove Bank & Trust
Florida
$17.9K – – –
PPC
1063
Park Place Capital
Alabama
$17.7K +$4.15K +18 +33%
JGCM
1064
Joseph Group Capital Management
Ohio
$17.4K +$1.84K +8 +13%
CFFP
1065
Center for Financial Planning
Michigan
$17.2K – – –
LI
1066
LRI Investments
Florida
$17.2K +$1.84K +8 +13%
AW
1067
Avion Wealth
Texas
$17K +$2.3K +10 +16%
PWA
1068
Physician Wealth Advisors
Utah
$16.7K +$11.5K +50 +263%
TM
1069
Torren Management
California
$16.2K – – –
C
1070
Covestor
United Kingdom
$16K -$21.7K -94 -58%
BF
1071
BOK Financial
Oklahoma
$15.5K +$14.7K +64 New
MAM
1072
Marquette Asset Management
Minnesota
$15K – – –
OAJ
1073
Ogorek Anthony Joseph
New York
$15K – – –
CFM
1074
Cornerstone Financial Management
Massachusetts
$15K +$6.68K +29 +88%
EFMH
1075
E Fund Management (HK)
Hong Kong
$14.3K – – –
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