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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
CBNLCF
551
Cognios Beta Neutral Large Cap Fund
Kansas
$406K -$65.5K -790 -15%
SAM
552
Shell Asset Management
Netherlands
$406K -$453K -5,467 -56%
IAN
553
Integrated Advisors Network
Texas
$399K -$1.33K -16 -0.4%
SCA
554
Snowden Capital Advisors
New York
$398K +$36.5K +440 +11%
CP
555
Cumberland Partners
Ontario, Canada
$397K +$372K +4,482 New
WP
556
WMS Partners
Maryland
$394K -$22.4K -270 -6%
MAM
557
Martingale Asset Management
Massachusetts
$390K +$365K +4,404 New
RA
558
RFG Advisory
Alabama
$385K +$96.3K +1,161 +36%
GD
559
Grandfield & Dodd
New York
$380K -$16.8K -203 -5%
GL
560
Graypoint LLC
New York
$377K -$28K -338 -7%
CWAG
561
Compton Wealth Advisory Group
Virginia
$373K +$349K +4,209 New
GFS
562
GYL Financial Synergies
Connecticut
$370K +$3.65K +44 +1%
PCIA
563
Prime Capital Investment Advisors
Kansas
$370K -$86.9K -1,048 -20%
BP
564
Ballentine Partners
Massachusetts
$369K -$34.1K -411 -9%
HA
565
Harbor Advisors
Florida
$369K – – –
CIBC World Market
566
CIBC World Market
Ontario, Canada
$360K -$139K -1,680 -29%
BL
567
Balentine LLC
Georgia
$358K +$335K +4,040 New
KWM
568
Kingsview Wealth Management
Oregon
$356K -$40.1K -483 -11%
BBHC
569
Brown Brothers Harriman & Co
New York
$354K -$88.5K -1,067 -21%
HIG
570
Heritage Investment Group
Florida
$353K -$3.07K -37 -0.9%
MFIM
571
Mesirow Financial Investment Management
Illinois
$353K +$330K +3,977 New
GRP
572
Global Retirement Partners
California
$352K +$10.2K +123 +3%
VFA
573
Voya Financial Advisors
Connecticut
$350K -$110K -1,329 -25%
JWBC
574
J.W. Burns & Co
New York
$349K -$466K -5,616 -59%
KC
575
Knuff & Co
California
$348K +$238K +2,871 +272%