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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$467K -$30.1K -25 -6%
FRA
502
Frank Rimerman Advisors
California
$465K -$10.9K -9 -2%
PTC
503
Private Trust Company
Ohio
$462K -$7.23K -6 -2%
EWA
504
EP Wealth Advisors
California
$455K -$35K -29 -8%
S
505
SignatureFD
Georgia
$452K -$104K -86 -20%
HJIM
506
Henry James International Management
New York
$445K -$1.21K -1 -0.3%
PC
507
PCB Capital
New Jersey
$443K +$20.5K +17 +5%
TE
508
Tema ETFs
New York
$443K +$33.8K +28 +9%
FC
509
Farringdon Capital
United Kingdom
$441K -$100K -83 -19%
GDP
510
Great Diamond Partners
Maine
$441K – – –
MC
511
Middleton & Co
Massachusetts
$441K – – –
ACM
512
Aster Capital Management
United Arab Emirates
$439K +$321K +266 +341%
DADC
513
D.A. Davidson & Co
Montana
$437K – – –
EFM
514
E Fund Management
China
$437K +$16.9K +14 +4%
MWM
515
Modern Wealth Management
Kansas
$436K +$43.4K +36 +12%
MAS
516
Meeder Advisory Services
Ohio
$432K -$59.1K -49 -13%
SAM
517
Silvercrest Asset Management
New York
$431K – – –
NIM
518
Northeast Investment Management
Massachusetts
$429K -$3.62K -3 -0.9%
IB
519
Intrust Bank
Kansas
$429K -$41K -34 -9%
RP
520
Rice Partnership
Hawaii
$428K – – –
CPIG
521
Chicago Partners Investment Group
Illinois
$411K +$109K +90 +41%
EPW
522
Evolve Private Wealth
California
$403K +$380K +315 New
PIM
523
Penobscot Investment Management
Massachusetts
$402K – – –
WWM
524
Western Wealth Management
Colorado
$393K – – –
LI
525
Lafayette Investments
Maryland
$392K -$1.21K -1 -0.3%
19 20
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