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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
501
First Capital Advisors Group
New Jersey
$6K +$6.29K +10 New
APP
502
Avantax Planning Partners
Iowa
$6K +$6.92K +11 New
CIP
503
Convergence Investment Partners
Florida
$5K +$5.03K +8 New
BFEC
504
Benjamin F. Edwards & Company
Missouri
$5K +$5.66K +9 New
CHC
505
City Holding Co
West Virginia
$4K – – –
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$1.26K -2 -29%
ACM
507
Armbruster Capital Management
New York
$3K – – –
CFD
508
Creative Financial Designs
Indiana
$3K – – –
HR
509
Howe & Rusling
New York
$3K – – –
PFBT
510
Parkside Financial Bank & Trust
Missouri
$3K – – –
CAW
511
Cornerstone Advisors (Washington)
Washington
$2K – – –
GFP
512
Gryphon Financial Partners
Ohio
$2K – – –
SWM
513
SeaCrest Wealth Management
New York
$2K – – –
WT
514
Whittier Trust
California
$2K – – –
PFO
515
Pathstone Family Office
New Jersey
$2K +$1.89K +3 New
TC
516
Trilogy Capital
California
$2K +$1.89K +3 New
RWM
517
Raffa Wealth Management
District of Columbia
$1.73K +$1.89K +3 New
FGC
518
Financial Gravity Companies
Texas
$1K -$34.6K -55 -98%
CAM
519
ClariVest Asset Management
California
$1K – – –
GWS
520
Glassman Wealth Services
Virginia
$1K – – –
FGAM
521
Financial Gravity Asset Management
Texas
$1K +$629 +1 New
RCAG
522
Rehmann Capital Advisory Group
Michigan
$1K +$629 +1 New
MIFH
523
Migdal Insurance & Financial Holdings
Israel
$1K +$1.26K +2 New
SLF
524
Sun Life Financial
Ontario, Canada
$115 +$6.29K +10 +18%
FA
525
Friess Associates
Delaware
– -$18M -29,000 Closed
19 20
21
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