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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
526
Fred Alger Management
New York
$547K -$165K -1,648 -23%
IAS
527
Insigneo Advisory Services
Florida
$547K -$35.3K -354 -6%
VI
528
Vestcor Inc
New Brunswick, Canada
$544K +$699 +7 +0.1%
FGP
529
Freestone Grove Partners
California
$543K -$624K -6,256 -53%
MFG
530
Merit Financial Group
Georgia
$539K +$198K +1,979 +56%
MCM
531
MAI Capital Management
Ohio
$538K -$10.2K -102 -2%
SCM
532
Suvretta Capital Management
New York
$534K – – –
SGK
533
Steigerwald Gordon & Koch
Virginia
$533K – – –
LI
534
LMCG Investments
Massachusetts
$533K -$29.5K -296 -5%
KC
535
Knuff & Co
California
$532K -$98.1K -983 -15%
DWA
536
Douglass Winthrop Advisors
New York
$530K -$37.6K -377 -6%
NIA
537
NIA Impact Advisors
California
$528K – – –
GWM
538
Gitterman Wealth Management
New Jersey
$523K +$128K +1,278 +31%
USAA
539
United Services Automobile Association
Texas
$523K +$543K +5,442 New
DLA
540
Douglas Lane & Associates
New York
$522K -$87.9K -881 -14%
FRA
541
Frank Rimerman Advisors
California
$515K +$25.9K +259 +5%
PAMG
542
Patton Albertson Miller Group
Tennessee
$511K -$10.4K -104 -2%
CCM
543
Cullen Capital Management
New York
$509K -$2.3K -23 -0.4%
GL
544
Graypoint LLC
New York
$505K +$70.3K +704 +16%
RA
545
RFG Advisory
Alabama
$500K -$4.79K -48 -0.9%
IFU
546
iSAM Funds (UK)
United Kingdom
$488K +$499K +5,003 New
JRP
547
Jasper Ridge Partners
California
$487K – – –
OTL
548
Oak Thistle LLC
New York
$487K +$296K +2,968 +146%
TCA
549
Transcend Capital Advisors
New Jersey
$485K +$60K +601 +14%
HT
550
Heritage Trust
Oklahoma
$485K -$10.2K -102 -2%
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