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Mettler-Toledo International

Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
451
Highland Capital Management (Tennessee)
Tennessee
$687K – – –
CIAS
452
Capital Investment Advisory Services
North Carolina
$687K – – –
SFS
453
Summit Financial Strategies
Ohio
$687K – – –
LNC
454
Lincoln National Corp
Pennsylvania
$687K +$107K +80 +20%
SP
455
Symmetry Partners
Connecticut
$682K – – –
QT
456
Quantamental Technologies
New York
$676K +$124K +93 +25%
MOS
457
MGO One Seven
Ohio
$674K -$38.8K -29 -6%
BP
458
Ballentine Partners
Massachusetts
$672K +$24.1K +18 +4%
DWM
459
Defined Wealth Management
Oregon
$669K – – –
APA
460
Astoria Portfolio Advisors
New York
$657K -$9.37K -7 -2%
BFA
461
BMS Financial Advisors
South Dakota
$656K +$14.7K +11 +2%
LTAS
462
Linden Thomas Advisory Services
North Carolina
$652K +$604K +451 New
IWC
463
Integrated Wealth Concepts
Massachusetts
$645K +$76.3K +57 +15%
HL
464
HeadInvest LLC
Maine
$636K – – –
ORI
465
Oak Ridge Investments
Illinois
$635K +$588K +439 New
Mercer Global Advisors
466
Mercer Global Advisors
Colorado
$632K +$175K +131 +43%
EHWM
467
Eads & Heald Wealth Management
Georgia
$624K +$65.6K +49 +13%
AFA
468
Abacus FCF Advisors
Florida
$614K -$380K -284 -40%
KFP
469
KB Financial Partners
New Jersey
$611K – – –
AWM
470
Axxcess Wealth Management
California
$610K +$565K +422 New
MAS
471
Meeder Advisory Services
Ohio
$604K +$560K +418 New
CCM
472
Coldstream Capital Management
Washington
$596K +$551K +412 New
NP
473
NorthRock Partners
Minnesota
$580K +$21.4K +16 +4%
OLA
474
Oliver Luxxe Assets
New Jersey
$578K – – –
DWM
475
Dakota Wealth Management
Florida
$575K +$6.69K +5 +1%