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Teledyne Technologies
TDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
551
Trust Asset Management
Texas
$314K – – –
MUMSS
552
Mitsubishi UFJ Morgan Stanley Securities
Japan
$309K +$319K +511 New
UAML
553
US Asset Management LLC
Pennsylvania
$307K – – –
UB
554
Umpqua Bank
Oregon
$304K +$2.5K +4 +0.8%
CWP
555
Curated Wealth Partners
California
$304K +$19.3K +31 +7%
MPPLM
556
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$299K +$9.36K +15 +3%
IAA
557
Independent Advisor Alliance
North Carolina
$298K -$10.6K -17 -3%
VSQM
558
V-Square Quantitative Management
Illinois
$298K -$35.6K -57 -10%
AAMC
559
Asset Allocation & Management Company
Illinois
$296K – – –
SC
560
Savant Capital
Illinois
$295K +$36.2K +58 +13%
FFA
561
Farther Finance Advisors
California
$295K -$3.12K -5 -1%
TC
562
Tannin Capital
North Carolina
$293K -$20K -32 -6%
ACM
563
Advisors Capital Management
New Jersey
$291K -$53.7K -86 -15%
TCM
564
TruNorth Capital Management
Michigan
$290K – – –
TPWA
565
TRUE Private Wealth Advisors
Oregon
$290K +$23.7K +38 +9%
KPWS
566
Kestra Private Wealth Services
Texas
$289K +$39.9K +64 +15%
OWCM
567
One Wealth Capital Management
Arizona
$288K -$89.9K -144 -24%
AAM
568
Aureus Asset Management
Massachusetts
$284K – – –
NA
569
NewEdge Advisors
Louisiana
$284K +$190K +304 +183%
EWA
570
EverSource Wealth Advisors
Alabama
$282K -$18.7K -30 -6%
BSAM
571
Blue Square Asset Management
New York
$281K – – –
MWM
572
Mission Wealth Management
California
$277K +$3.12K +5 +1%
PFM
573
Patton Fund Management
Texas
$276K – – –
OAM
574
Ostrum Asset Management
France
$275K +$130K +208 +84%
CAM
575
Claret Asset Management
Quebec, Canada
$274K +$2.5K +4 +0.9%
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