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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$522K -$163K -1,544 -25%
FRA
552
Frank Rimerman Advisors
California
$521K +$9.72K +92 +2%
FCBT
553
First Citizens Bank & Trust
North Carolina
$517K – – –
BCWM
554
Bartlett & Co Wealth Management
Ohio
$517K -$3.49K -33 -0.7%
CL
555
Choreo LLC
Illinois
$517K +$63.2K +598 +15%
ET
556
Equitable Trust
Tennessee
$511K -$15K -142 -3%
MIG
557
McGuire Investment Group
Rhode Island
$508K -$5.81K -55 -1%
PF
558
Phoenix Financial
Israel
$505K -$5.55M -52,485 -92%
GL
559
Graypoint LLC
New York
$505K +$11.3K +107 +2%
BFO
560
Boston Family Office
Massachusetts
$498K – – –
TRCT
561
Tower Research Capital (TRC)
New York
$491K -$3.78M -35,736 -89%
PCIA
562
Prime Capital Investment Advisors
Kansas
$491K -$28.8K -273 -6%
BTWM
563
Brass Tax Wealth Management
Ohio
$489K +$462K +4,373 New
NA
564
NewEdge Advisors
Louisiana
$488K +$61.8K +585 +16%
GRP
565
Global Retirement Partners
California
$487K – – –
RSWM
566
Robertson Stephens Wealth Management
California
$483K -$167K -1,578 -27%
IAN
567
Integrated Advisors Network
Texas
$482K -$53.2K -503 -10%
CG
568
Caprock Group
Idaho
$481K -$5.92K -56 -1%
MA
569
MJP Associates
Connecticut
$480K +$4.54K +43 +1%
AGP
570
Autumn Glory Partners
Texas
$480K +$453K +4,288 New
MAM
571
Martingale Asset Management
Massachusetts
$478K +$528 +5 +0.1%
SAM
572
Shell Asset Management
Netherlands
$476K +$449K +4,252 New
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$476K – – –
AWS
574
Atria Wealth Solutions
New York
$474K +$208K +1,972 +87%
FNT
575
First National Trust
Pennsylvania
$472K -$10.6K -100 -2%
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