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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
626
Summit Trail Advisors
New York
$235K +$220K +157 New
MAG
627
M3 Advisory Group
Massachusetts
$234K +$219K +156 New
HAG
628
HighPoint Advisor Group
Illinois
$231K +$2.81K +2 +1%
AWM
629
Angeles Wealth Management
California
$229K -$107K -76 -33%
SIA
630
Schechter Investment Advisors
Michigan
$229K -$7.02K -5 -3%
GAG
631
GM Advisory Group
New York
$229K – – –
CCWM
632
Cassaday & Co Wealth Management
Virginia
$226K – – –
GC
633
Garde Capital
Washington
$225K – – –
LC
634
Lavaca Capital
Texas
$225K – – –
SFFS
635
Stonehage Fleming Financial Services
Jersey
$225K – – –
WB
636
West Bancorporation
Iowa
$223K +$7.02K +5 +3%
EWA
637
EP Wealth Advisors
California
$223K +$209K +149 New
TWC
638
TD Waterhouse Canada
Ontario, Canada
$223K – – –
WCWM
639
Willow Creek Wealth Management
California
$222K – – –
FPAS
640
Focus Partners Advisor Solutions
Missouri
$220K +$1.4K +1 +0.7%
OWM
641
OneAscent Wealth Management
Alabama
$220K +$206K +147 New
ETC
642
Exchange Traded Concepts
Oklahoma
$216K +$194K +138 +2,300%
FHA
643
Flagship Harbor Advisors
Massachusetts
$216K -$4.21K -3 -2%
WPP
644
Whalerock Point Partners
Rhode Island
$213K +$199K +142 New
PP
645
PDS Planning
Ohio
$211K +$198K +141 New
OFS
646
OneAscent Financial Services
Alabama
$211K +$198K +141 New
IF
647
Intrua Financial
Texas
$208K -$26.7K -19 -12%
GM
648
GeoWealth Management
Illinois
$208K -$18.2K -13 -9%
DAS
649
Dynamic Advisor Solutions
Arizona
$207K -$32.3K -23 -14%
GCM
650
Gallacher Capital Management
Colorado
$207K -$18.2K -13 -9%
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