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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
626
Savvy Advisors Inc
New York
$257K +$19.6K +14 +8%
FFM
627
Forum Financial Management
Illinois
$257K +$257K +184 New
NS
628
NBC Securities
Alabama
$252K – – –
TCWA
629
Turtle Creek Wealth Advisors
Texas
$250K +$250K +179 New
IA
630
IFP Advisors
Florida
$248K +$9.78K +7 +4%
IIM
631
INTECH Investment Management
Florida
$247K -$37.7K -27 -13%
FPAS
632
Focus Partners Advisor Solutions
Missouri
$246K +$246K +176 New
GLA
633
Great Lakes Advisors
Illinois
$245K -$14K -10 -5%
SHFA
634
SC&H Financial Advisors
Maryland
$238K -$41.9K -30 -15%
KP
635
Keel Point
Alabama
$238K -$25.1K -18 -10%
VVP
636
Venture Visionary Partners
Ohio
$237K +$237K +170 New
CL
637
CVFG LLC
Indiana
$236K – – –
DS
638
DRW Securities
Illinois
$236K +$236K +169 New
OFO
639
OneAscent Family Office
Alabama
$234K +$235K +168 New
HAG
640
HighPoint Advisor Group
Illinois
$233K -$20.9K -15 -8%
OL
641
Optas LLC
Texas
$233K +$233K +167 New
PPWP
642
Premier Path Wealth Partners
New Jersey
$230K +$230K +165 New
CCA
643
Checchi Capital Advisers
California
$230K +$230K +165 New
OFS
644
OneAscent Financial Services
Alabama
$229K +$229K +164 New
PWM
645
Perigon Wealth Management
California
$229K +$229K +164 New
PFA
646
Pure Financial Advisors
California
$228K +$228K +163 New
RCAG
647
Rehmann Capital Advisory Group
Michigan
$227K +$228K +163 New
NB
648
NBT Bank
New York
$223K +$154K +110 +220%
AIP
649
ARS Investment Partners
New York
$223K +$223K +160 New
JSW
650
Journey Strategic Wealth
New Jersey
$220K +$221K +158 New
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