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Mettler-Toledo International

Name Holding Trade Value Shares
Change
Change in
Stake
ETC
501
Exchange Traded Concepts
Oklahoma
$628K -$317K -210 -36%
IAN
502
Integrated Advisors Network
Texas
$619K -$9.07K -6 -2%
QPWM
503
Quadrant Private Wealth Management
Pennsylvania
$616K – – –
ADL
504
Asset Dedication LLC
California
$610K -$12.1K -8 -2%
PA
505
Parallel Advisors
California
$608K +$7.56K +5 +1%
MSFS
506
Main Street Financial Solutions
Pennsylvania
$603K +$18.1K +12 +3%
WANY
507
Wealthspire Advisors (New York)
New York
$601K +$31.7K +21 +6%
PDN
508
Pensionfund DSM Netherlands
Netherlands
$594K – – –
PC
509
Permanens Capital
New York
$594K – – –
PWPS
510
Pinnacle Wealth Planning Services
Ohio
$586K +$39.3K +26 +8%
FPS
511
Fieldpoint Private Securities
Connecticut
$580K +$48.4K +32 +10%
Mercer Global Advisors
512
Mercer Global Advisors
Colorado
$579K +$25.7K +17 +5%
RCA
513
Roberts Capital Advisors
Colorado
$579K +$516K +341 New
CS
514
Comerica Securities
Michigan
$574K -$31.7K -21 -6%
DADC
515
D.A. Davidson & Co
Montana
$571K -$6.05K -4 -1%
NP
516
NorthRock Partners
Minnesota
$567K +$505K +334 New
GAG
517
GM Advisory Group
New York
$565K – – –
OFS
518
OneAscent Financial Services
Alabama
$562K +$500K +331 New
MC
519
Middleton & Co
Massachusetts
$560K +$45.4K +30 +10%
FIM
520
Fernwood Investment Management
Massachusetts
$555K – – –
FCH
521
Freestone Capital Holdings
Washington
$545K -$10.6K -7 -2%
AIL
522
AGF Investments LLC
Ontario, Canada
$543K +$484K +320 New
GLA
523
Great Lakes Advisors
Illinois
$531K +$46.9K +31 +11%
LWAC
524
Laurel Wealth Advisors (California)
California
$531K +$473K +313 New
CCP
525
Corient Capital Partners
California
$530K +$19.7K +13 +4%