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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
626
Whittier Trust
California
$237K – – –
UAML
627
US Asset Management LLC
Pennsylvania
$237K – – –
BSI
628
Bennett Selby Investments
Maine
$234K +$18K +12 +9%
EI
629
Ellevest Inc
New York
$231K +$1.5K +1 +0.7%
TWC
630
TD Waterhouse Canada
Ontario, Canada
$230K – – –
GC
631
Garde Capital
Washington
$230K – – –
CCWM
632
Cassaday & Co Wealth Management
Virginia
$230K -$7.51K -5 -3%
LC
633
Lavaca Capital
Texas
$230K – – –
TW
634
TrinityPoint Wealth
Connecticut
$230K +$4.51K +3 +2%
FHA
635
Flagship Harbor Advisors
Massachusetts
$226K -$3K -2 -1%
SIM
636
Sentry Investment Management
Wisconsin
$226K -$3K -2 -1%
BIP
637
Blueprint Investment Partners
North Carolina
$225K -$329K -219 -60%
WCWM
638
Willow Creek Wealth Management
California
$225K – – –
SCM
639
Shelton Capital Management
Colorado
$223K +$4.51K +3 +2%
BCM
640
Becker Capital Management
Oregon
$222K – – –
HTC
641
Haverford Trust Company
Pennsylvania
$219K +$215K +143 New
CS
642
Comerica Securities
Michigan
$219K -$48.1K -32 -18%
HIIFS
643
Harel Insurance Investments & Financial Services
Israel
$217K – – –
WPP
644
Whalerock Point Partners
Rhode Island
$216K – – –
KCM
645
Kathmere Capital Management
Pennsylvania
$216K +$212K +141 New
SEC
646
Seven Eight Capital
New York
$214K +$210K +140 New
VSQM
647
V-Square Quantitative Management
Illinois
$214K +$210K +140 New
WAG
648
Wallace Advisory Group
California
$213K +$209K +139 New
RWPA
649
Richard W. Paul & Associates
Michigan
$211K – – –
OFS
650
OneAscent Financial Services
Alabama
$207K -$94.6K -63 -32%
24 25
26
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