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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
701
Creative Financial Designs
Indiana
$7.23K – – –
DWP
702
Destiny Wealth Partners
Florida
$7.23K – – –
RBC
703
Romano Brothers & Co
Illinois
$7.23K +$6.69K +5 New
USCWA
704
U.S. Capital Wealth Advisors
Texas
$7.23K +$6.69K +5 New
CPG
705
Cornerstone Planning Group
New Jersey
$6.07K +$5.35K +4 New
CT
706
Cambridge Trust
Massachusetts
$6K +$2.68K +2 +100%
HFM
707
Hartford Financial Management
Connecticut
$5.78K – – –
EE
708
EWG Elevate
California
$5.78K +$5.35K +4 New
FFA
709
Farther Finance Advisors
California
$5.78K +$5.35K +4 New
JWM
710
Janiczek Wealth Management
Colorado
$4.61K – – –
DI
711
Disciplined Investments
Oklahoma
$4.34K +$1.34K +1 +50%
SIC
712
SJS Investment Consulting
Ohio
$4.34K +$1.34K +1 +50%
BAAM
713
Baker Avenue Asset Management
California
$4.34K +$4.02K +3 New
MCC
714
Money Concepts Capital
Florida
$4.34K +$4.02K +3 New
OC
715
Oakworth Capital
Alabama
$4.34K +$4.02K +3 New
SC
716
Sierra Capital
Florida
$4K – – –
ANBT
717
American National Bank & Trust
Texas
$3K – – –
SWM
718
Spire Wealth Management
Virginia
$3K – – –
AWM
719
Accel Wealth Management
Iowa
$2.89K – – –
AWM
720
Abound Wealth Management
Tennessee
$2.89K +$1.34K +1 +100%
HI
721
Harbour Investments
Wisconsin
$2.89K +$2.68K +2 New
MFT
722
Moisand Fitzgerald Tamayo
Florida
$2.89K +$2.68K +2 New
TCA
723
Trifecta Capital Advisors
Illinois
$2.89K +$2.68K +2 New
FSWA
724
Financial Synergies Wealth Advisors
Texas
$1.45K – – –
BWM
725
BerganKDV Wealth Management
Minnesota
$1.45K -$1.34K -1 -50%
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29
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