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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
626
M3 Advisory Group
Massachusetts
$234K +$219K +156 New
HAG
627
HighPoint Advisor Group
Illinois
$231K +$2.81K +2 +1%
AWM
628
Angeles Wealth Management
California
$229K -$107K -76 -33%
SIA
629
Schechter Investment Advisors
Michigan
$229K -$7.02K -5 -3%
GAG
630
GM Advisory Group
New York
$229K – – –
CCWM
631
Cassaday & Co Wealth Management
Virginia
$226K – – –
GC
632
Garde Capital
Washington
$225K – – –
LC
633
Lavaca Capital
Texas
$225K – – –
SFFS
634
Stonehage Fleming Financial Services
Jersey
$225K – – –
WB
635
West Bancorporation
Iowa
$223K +$7.02K +5 +3%
EWA
636
EP Wealth Advisors
California
$223K +$209K +149 New
TWC
637
TD Waterhouse Canada
Ontario, Canada
$223K – – –
WCWM
638
Willow Creek Wealth Management
California
$222K – – –
FPAS
639
Focus Partners Advisor Solutions
Missouri
$220K +$1.4K +1 +0.7%
OWM
640
OneAscent Wealth Management
Alabama
$220K +$206K +147 New
ETC
641
Exchange Traded Concepts
Oklahoma
$216K +$194K +138 +2,300%
FHA
642
Flagship Harbor Advisors
Massachusetts
$216K -$4.21K -3 -2%
WPP
643
Whalerock Point Partners
Rhode Island
$213K +$199K +142 New
PP
644
PDS Planning
Ohio
$211K +$198K +141 New
OFS
645
OneAscent Financial Services
Alabama
$211K +$198K +141 New
IF
646
Intrua Financial
Texas
$208K -$26.7K -19 -12%
GM
647
GeoWealth Management
Illinois
$208K -$18.2K -13 -9%
DAS
648
Dynamic Advisor Solutions
Arizona
$207K -$32.3K -23 -14%
GCM
649
Gallacher Capital Management
Colorado
$207K -$18.2K -13 -9%
RWPA
650
Richard W. Paul & Associates
Michigan
$207K – – –
24 25
26
27 28