We are live on ! Find out more
VLTO icon

Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
WC
501
Waterloo Capital
Texas
$470K +$427K +5,718 New
AO
502
Advisor OS
Illinois
$469K +$426K +5,704 New
RJT
503
Raymond James Trust
Florida
$467K +$424K +5,677 New
CK
504
Cohen Klingenstein
New York
$466K +$423K +5,666 New
KC
505
Kingfisher Capital
North Carolina
$465K +$422K +5,649 New
SGK
506
Steigerwald Gordon & Koch
Virginia
$461K +$418K +5,600 New
WSTAM
507
Wilbanks Smith & Thomas Asset Management
Virginia
$454K +$113K +1,510 +38%
SCM
508
Suvretta Capital Management
New York
$450K +$409K +5,475 New
CBNLCF
509
Cognios Beta Neutral Large Cap Fund
Kansas
$442K +$401K +5,374 New
CCT
510
Capital City Trust
Florida
$441K +$401K +5,365 New
AWM
511
Apollon Wealth Management
South Carolina
$441K +$400K +5,355 New
GCL
512
Gouws Capital LLC
North Carolina
$437K +$397K +5,312 New
SCTC
513
Sanibel Captiva Trust Company
Florida
$434K +$394K +5,276 New
VFA
514
Voya Financial Advisors
Connecticut
$434K +$390K +5,224 New
AIMCA
515
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$433K +$393K +5,266 New
TMAM
516
Tokio Marine Asset Management
Japan
$431K +$391K +5,240 New
PCIA
517
Prime Capital Investment Advisors
Kansas
$429K +$390K +5,218 New
BFG
518
Bleakley Financial Group
New Jersey
$428K +$388K +5,199 New
MMM
519
Mendel Money Management
Illinois
$427K +$207K +2,771 +114%
SS
520
Simplicity Solutions
Minnesota
$427K +$387K +5,187 New
CIA
521
Choate Investment Advisors
Massachusetts
$424K +$385K +5,154 New
HL
522
HeadInvest LLC
Maine
$421K -$672K -8,998 -64%
AOWM
523
Alpha Omega Wealth Management
Virginia
$418K +$380K +5,085 New
BBHC
524
Brown Brothers Harriman & Co
New York
$416K +$378K +5,061 New
CHAM
525
Clear Harbor Asset Management
Connecticut
$415K +$377K +5,049 New