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Ametek
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
1051
New Age Alpha Advisors
New York
$25.6K -$2.07K -9 -8%
AP
1052
Atwood & Palmer
Missouri
$25.2K -$691 -3 -3%
FFA
1053
Frazier Financial Advisors
Ohio
$24.9K – – –
PWMG
1054
Prestige Wealth Management Group
New Jersey
$24.2K – – –
GSWM
1055
Golden State Wealth Management
California
$23.7K – – –
LC
1056
Lavaca Capital
Texas
$23.2K – – –
KAS
1057
Kemnay Advisory Services
New York
$23.2K +$921 +4 +4%
PUI
1058
Purpose Unlimited Inc
$22.6K +$5.07K +22 +31%
SL
1059
Salomon & Ludwin
Virginia
$22.1K – – –
CT
1060
Clearstead Trust
Maine
$21.3K +$4.61K +20 +29%
CPG
1061
Cornerstone Planning Group
New Jersey
$21.1K +$6.22K +27 +44%
WAG
1062
Wilkerson Advisory Group
Missouri
$21K +$230 +1 +1%
CAL
1063
Capital Advisors Ltd
Ohio
$21K – – –
KFP
1064
Kerr Financial Planning
California
$20.3K – – –
TCOV
1065
Trust Company of Vermont
Vermont
$19.4K +$18.4K +80 New
GBT
1066
Grove Bank & Trust
Florida
$17.9K – – –
PPC
1067
Park Place Capital
Alabama
$17.7K +$4.15K +18 +33%
JGCM
1068
Joseph Group Capital Management
Ohio
$17.4K +$1.84K +8 +13%
CFFP
1069
Center for Financial Planning
Michigan
$17.2K – – –
LI
1070
LRI Investments
Florida
$17.2K +$1.84K +8 +13%
AW
1071
Avion Wealth
Texas
$17K +$2.3K +10 +16%
PWA
1072
Physician Wealth Advisors
Utah
$16.7K +$11.5K +50 +263%
TM
1073
Torren Management
California
$16.2K – – –
C
1074
Covestor
United Kingdom
$16K -$21.7K -94 -58%
BF
1075
BOK Financial
Oklahoma
$15.5K +$14.7K +64 New
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43
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