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Fortive
FTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
501
Appleton Partners
Massachusetts
$384K – – –
BG
502
Bahl & Gaynor
Ohio
$379K – – –
CA
503
Cambridge Advisors
Nebraska
$376K -$3.65K -80 -1%
CNC
504
Canandaigua National Corp
New York
$375K – – –
PAM
505
Palisade Asset Management
Minnesota
$366K – – –
FPS
506
Fieldpoint Private Securities
Connecticut
$366K +$347K +7,615 New
VFA
507
Valeo Financial Advisors
Indiana
$356K -$25.1K -551 -7%
WP
508
WMS Partners
Maryland
$356K +$9.85K +216 +3%
ABP
509
Arthur B. Page
$354K -$682K -14,954 -63%
EMG
510
ETF Managers Group
New Jersey
$350K +$16.7K +366 +5%
DWT
511
Dorsey & Whitney Trust
South Dakota
$347K -$38.8K -851 -11%
CI
512
Conning Inc
Connecticut
$345K -$684 -15 -0.2%
BAM
513
Barrett Asset Management
New York
$340K +$3.24K +71 +1%
JWBC
514
J.W. Burns & Co
New York
$339K -$9.03K -198 -3%
FA
515
FDx Advisors
Illinois
$338K +$866 +19 +0.3%
UB
516
UMB Bank
Missouri
$337K – – –
KPWS
517
Kestra Private Wealth Services
Texas
$335K +$318K +6,976 New
EP
518
EPIQ Partners
Minnesota
$330K -$25.3K -555 -7%
HKAM
519
Horizon Kinetics Asset Management
New York
$320K -$249K -5,451 -45%
SC
520
SouthState Corp
Florida
$317K -$4.42K -97 -1%
IC
521
IEQ Capital
California
$309K – – –
PA
522
Profund Advisors
Maryland
$309K +$45.4K +996 +18%
CCM
523
Coldstream Capital Management
Washington
$304K -$7.02K -154 -2%
ANTB
524
AMG National Trust Bank
Colorado
$300K -$10.9K -238 -4%
EWA
525
Exencial Wealth Advisors
Oklahoma
$300K +$285K +6,248 New
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