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Mettler-Toledo International
MTD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
726
FSA Wealth Management
Massachusetts
$4K +$3.24K +3 New
WIA
727
Wetzel Investment Advisors
Indiana
$4K +$3.24K +3 New
AWM
728
Abound Wealth Management
Tennessee
$3.88K +$1.08K +1 +50%
SIC
729
SJS Investment Consulting
Ohio
$3.64K +$1.08K +1 +50%
GWM
730
Geneos Wealth Management
Colorado
$3.64K +$2.16K +2 +200%
DPW
731
DiNuzzo Private Wealth
Pennsylvania
$3.64K +$3.24K +3 New
FRA
732
Frank Rimerman Advisors
California
$3.64K +$3.24K +3 New
BTI
733
Blue Trust Inc
Georgia
$3K -$2.16K -2 -40%
CAM
734
ClariVest Asset Management
California
$2.44K +$1.08K +1 +100%
HFM
735
Hartford Financial Management
Connecticut
$2.43K -$2.16K -2 -50%
CPG
736
Cornerstone Planning Group
New Jersey
$2.43K – – –
GI
737
Gradient Investments
Minnesota
$2.43K – – –
TSWM
738
Tyler-Stone Wealth Management
Ohio
$2.43K – – –
AEPWM
739
Atlantic Edge Private Wealth Management
Florida
$2.43K +$2.16K +2 New
CIA
740
Cape Investment Advisory
Georgia
$2.43K +$2.16K +2 New
CCM
741
Chilton Capital Management
Texas
$2.43K +$2.16K +2 New
S
742
Sachetta
Massachusetts
$2.43K +$2.16K +2 New
W
743
WealthCollab
Washington
$2.43K +$2.16K +2 New
WPA
744
West Paces Advisors
Georgia
$2.43K +$2.16K +2 New
VWA
745
Valued Wealth Advisors
Utah
$2.22K +$2.16K +2 New
DF
746
Dunhill Financial
United Kingdom
$2.04K +$2.16K +2 New
VNA
747
Valley National Advisers
Pennsylvania
$2K +$1.08K +1 +100%
FSWA
748
Financial Synergies Wealth Advisors
Texas
$1.45K +$1.08K +1 New
TCA
749
Trifecta Capital Advisors
Illinois
$1.21K -$1.08K -1 -50%
GFPC
750
Global Financial Private Client
Florida
$1.21K – – –
28 29
30
31 32