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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
526
Whittier Trust
California
$443K -$106K -1,116 -18%
JRP
527
Jasper Ridge Partners
California
$442K – – –
VI
528
Vestcor Inc
New Brunswick, Canada
$434K -$60.4K -635 -11%
AA
529
Advisory Alpha
Michigan
$434K +$80.2K +844 +21%
PCM
530
Prelude Capital Management
New York
$431K +$248K +2,613 +115%
BJL
531
Brighton Jones LLC
Washington
$431K +$463K +4,873 New
PAMG
532
Patton Albertson Miller Group
Tennessee
$430K – – –
CAM
533
Cresset Asset Management
Illinois
$424K -$120K -1,261 -21%
IFU
534
iSAM Funds (UK)
United Kingdom
$421K +$453K +4,762 New
ECM
535
Evergreen Capital Management
Washington
$419K -$23K -242 -5%
SBFM
536
S-Bank Fund Management
Finland
$416K -$16.6K -175 -4%
AOWM
537
Alpha Omega Wealth Management
Virginia
$414K -$8.18K -86 -2%
PA
538
Parallel Advisors
California
$410K +$50.8K +534 +13%
CIA
539
Concurrent Investment Advisors
Florida
$409K +$152K +1,601 +53%
QCG
540
Quadrant Capital Group
Ohio
$406K -$329K -3,463 -43%
OAM
541
Oppenheimer Asset Management
New York
$403K +$6.56K +69 +2%
MGP
542
M&G plc
United Kingdom
$402K +$34.8K +366 +9%
MGWM
543
Marks Group Wealth Management
Minnesota
$402K +$55.2K +581 +15%
AFCM
544
Applied Finance Capital Management
Puerto Rico
$400K +$48.9K +514 +13%
CFB
545
Cullen/Frost Bankers
Texas
$395K -$45.3K -477 -10%
TE
546
Tema ETFs
New York
$393K +$2K +21 +0.5%
SC
547
Syon Capital
California
$391K +$102K +1,073 +32%
PI
548
PFG Investments
New York
$390K +$49.3K +519 +13%
OFG
549
Oxford Financial Group
Indiana
$388K +$417K +4,388 New
DSC
550
Duncker Streett & Co
Missouri
$387K -$74.5K -784 -15%
20 21
22
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