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Fortive
FTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
551
Boston Family Office
Massachusetts
$316K – – –
AA
552
Advisory Alpha
Michigan
$316K -$6.04K -104 -2%
HBT
553
Hills Bank & Trust
Iowa
$315K -$17.5K -301 -5%
MNBTD
554
Moody National Bank Trust Division
Texas
$313K +$6.27K +108 +2%
AWS
555
Atria Wealth Solutions
New York
$312K -$30.5K -525 -9%
RFN
556
RDA Financial Network
Iowa
$311K +$10.6K +183 +3%
PFPT
557
Pinnacle Financial Partners (Tennessee)
Tennessee
$310K – – –
VCM
558
Virtue Capital Management
Tennessee
$310K +$20.3K +349 +7%
BBHC
559
Brown Brothers Harriman & Co
New York
$307K +$1.33K +23 +0.4%
MCM
560
McRae Capital Management
New Jersey
$306K -$7.72K -133 -2%
CSC
561
Caldwell Sutter Capital
California
$303K – – –
S
562
SignatureFD
Georgia
$302K -$3.08K -53 -1%
BFG
563
Bleakley Financial Group
New Jersey
$300K -$9.64K -166 -3%
SW
564
Simplicity Wealth
New Jersey
$300K -$7.08K -122 -2%
SP
565
Symmetry Partners
Connecticut
$298K – – –
FFA
566
Farther Finance Advisors
California
$295K +$210K +3,615 +200%
BJL
567
Brighton Jones LLC
Washington
$294K +$19K +328 +7%
IGAM
568
iA Global Asset Management
Quebec, Canada
$291K +$302K +5,203 New
VFA
569
Valeo Financial Advisors
Indiana
$290K +$3.48K +60 +1%
HFM
570
Hartford Financial Management
Connecticut
$289K -$34.4K -592 -10%
CCA
571
Checchi Capital Advisers
California
$285K – – –
SFI
572
Siemens Fonds Invest
Germany
$282K +$294K +5,059 New
AIIMS
573
Analyst IMS Investment Management Services
Israel
$282K – – –
AIP
574
Ameritas Investment Partners
Nebraska
$281K -$4.41K -76 -1%
PAG
575
Private Advisor Group
New Jersey
$279K +$1.33K +23 +0.5%
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