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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
551
NewEdge Wealth
Pennsylvania
$392K +$392K +281 New
AIM
552
Avity Investment Management
Connecticut
$390K – – –
LP
553
LMR Partners
United Kingdom
$385K +$385K +276 New
CA
554
Clearstead Advisors
Ohio
$381K +$235K +168 +160%
SAM
555
Sawgrass Asset Management
Florida
$376K – – –
1WM
556
1900 Wealth Management
Texas
$375K – – –
CP
557
Covenant Partners
Tennessee
$375K – – –
TPW
558
Transatlantique Private Wealth
New York
$375K -$37.7K -27 -9%
CL
559
Choreo LLC
Illinois
$375K -$19.6K -14 -5%
GC
560
Guggenheim Capital
Illinois
$369K -$39.1K -28 -10%
TE
561
Tema ETFs
New York
$369K – – –
MCM
562
Mitchell Capital Management
Kansas
$365K – – –
LPAM
563
Lodestar Private Asset Management
California
$362K – – –
OIS
564
OneAscent Investment Solutions
Alabama
$362K – – –
SAM
565
Smartleaf Asset Management
Massachusetts
$362K +$15.4K +11 +4%
HWM
566
HB Wealth Management
Georgia
$361K +$51.7K +37 +17%
MFA
567
Mayflower Financial Advisors
Massachusetts
$358K +$4.19K +3 +1%
CG
568
Caprock Group
Idaho
$357K +$357K +256 New
AF
569
Allworth Financial
California
$357K +$189K +135 +112%
LIP
570
Lighthouse Investment Partners
Florida
$356K +$356K +255 New
CI
571
Corient IA
Florida
$349K – – –
FTWA
572
Fifth Third Wealth Advisors
Ohio
$344K -$6.98K -5 -2%
AU
573
AlphaGrep UK
$344K +$345K +247 New
GAG
574
GM Advisory Group
New York
$339K +$339K +243 New
OC
575
Oppenheimer & Co
New York
$337K – – –
21 22
23
24 25