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Teledyne Technologies
TDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
501
Lakeridge Wealth Management
Ohio
$278K – – –
CAG
502
Crestwood Advisors Group
Massachusetts
$277K +$43.8K +94 +19%
ACM
503
Aubrey Capital Management
United Kingdom
$273K – – –
ACM
504
Advisors Capital Management
New Jersey
$265K -$41.5K -89 -13%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$265K -$10.7K -23 -4%
CA
506
Centerpoint Advisors
Massachusetts
$265K -$14K -30 -5%
KA
507
Kovack Advisors
Florida
$263K -$14.4K -31 -5%
EWA
508
EP Wealth Advisors
California
$256K – – –
FFA
509
Farther Finance Advisors
California
$254K -$2.33K -5 -0.9%
TAM
510
Trust Asset Management
Texas
$252K – – –
CA
511
Clearstead Advisors
Ohio
$252K -$2.33K -5 -0.9%
IAA
512
Independent Advisor Alliance
North Carolina
$251K +$252K +540 New
KP
513
Keel Point
Alabama
$247K +$10.7K +23 +5%
CWM
514
CCG Wealth Management
California
$246K +$932 +2 +0.4%
SFI
515
Siemens Fonds Invest
Germany
$241K +$12.6K +27 +5%
TWM
516
Thrive Wealth Management
Pennsylvania
$240K -$9.32K -20 -4%
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$240K +$241K +517 New
HFAS
518
Hummer Financial Advisory Services
Illinois
$239K – – –
MHC
519
May Hill Capital
Massachusetts
$238K +$239K +513 New
DAS
520
Diversify Advisory Services
Utah
$235K -$227K -488 -49%
CAM
521
Claret Asset Management
Quebec, Canada
$233K +$1.86K +4 +0.8%
OWCM
522
One Wealth Capital Management
Arizona
$233K +$234K +502 New
SWP
523
Stratos Wealth Partners
Ohio
$232K +$9.79K +21 +4%
BIAS
524
Beacon Investment Advisory Services
New Jersey
$227K – – –
BP
525
Ballentine Partners
Massachusetts
$226K +$227K +488 New
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