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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
551
Jackson Square Capital
California
$5K – – –
LWM
552
Liberty Wealth Management
California
$5K +$746 +1 +17%
LSA
553
Lion Street Advisors
Texas
$5K +$5.22K +7 New
CT
554
Caldwell Trust
Florida
$4.83K – – –
EW
555
Evoke Wealth
California
$4.14K -$2.98K -4 -40%
EWP
556
Engrave Wealth Partners
Texas
$4K -$7.46K -10 -63%
BWM
557
BerganKDV Wealth Management
Minnesota
$4K – – –
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$3K -$165K -221 -98%
BCM
559
Bourgeon Capital Management
Connecticut
$3K – – –
AW
560
Avion Wealth
Texas
$3K +$2.98K +4 New
TA
561
Thor Advisors
New York
$3K +$2.98K +4 New
RWM
562
Raffa Wealth Management
District of Columbia
$2.07K – – –
PFBT
563
Parkside Financial Bank & Trust
Missouri
$2K -$3.73K -5 -63%
GWS
564
Glassman Wealth Services
Virginia
$1K -$2.24K -3 -75%
BAM
565
Bellevue Asset Management
Washington
$1K – – –
CAM
566
ClariVest Asset Management
California
$1K – – –
TFGT
567
TS Financial Group (TSFG)
Illinois
$1K – – –
GI
568
Gradient Investments
Minnesota
$1K +$746 +1 New
M
569
MOTCO
Texas
$1K +$746 +1 New
PFGIA
570
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$746 +1 New
PWMG
571
Prestige Wealth Management Group
New Jersey
$1K +$746 +1 New
WT
572
Washington Trust
Rhode Island
$1K +$1.49K +2 New
MLL
573
Moody Lynn & Lieberson
Massachusetts
$632 -$21.6K -29 -3%
OAM
574
Optimal Asset Management
California
$552 +$597K +800 New
FGAM
575
Financial Gravity Asset Management
Texas
$236 -$746 -1 Closed
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