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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
551
Insigneo Advisory Services
Florida
$488K -$75K -777 -14%
VCM
552
Violich Capital Management
California
$486K -$91.7K -950 -16%
CWM
553
Congress Wealth Management
Massachusetts
$484K +$8.78K +91 +2%
SSA
554
Schonfeld Strategic Advisors
New York
$483K -$211K -2,188 -31%
Jones Financial Companies
555
Jones Financial Companies
Missouri
$478K -$14.3K -148 -3%
FRM
556
Fox Run Management
Connecticut
$476K +$455K +4,720 New
OAM
557
Oppenheimer Asset Management
New York
$476K +$22.2K +230 +5%
OIA
558
OneDigital Investment Advisors
Kansas
$476K -$20.3K -210 -4%
FRA
559
Frank Rimerman Advisors
California
$475K -$55.8K -578 -11%
NP
560
NorthRock Partners
Minnesota
$469K +$217K +2,249 +94%
PF
561
Phoenix Financial
Israel
$467K -$1.64K -17 -0.4%
TIAA Trust, National Association
562
TIAA Trust, National Association
North Carolina
$464K -$166K -1,722 -27%
CH
563
Canton Hathaway
Rhode Island
$461K
VAS
564
Vestmark Advisory Solutions
Massachusetts
$460K -$503K -5,210 -53%
SC
565
SummitTX Capital
Texas
$459K -$213K -2,208 -33%
DLA
566
Douglas Lane & Associates
New York
$454K -$82K -850 -16%
MA
567
MJP Associates
Connecticut
$448K -$10.8K -112 -2%
HT
568
Heritage Trust
Oklahoma
$444K -$55.6K -576 -12%
BTWM
569
Brass Tax Wealth Management
Ohio
$443K +$965 +10 +0.2%
DBG
570
De Burlo Group
Massachusetts
$442K -$13.6K -141 -3%
GRP
571
Global Retirement Partners
California
$438K +$419K +4,343 New
WTC
572
WhitTier Trust Company
Nevada
$437K -$32.2K -334 -7%
BFA
573
Bragg Financial Advisors
North Carolina
$436K -$16.2K -168 -4%
IIM
574
Ipswich Investment Management
Massachusetts
$432K +$8.1K +84 +2%
BCWM
575
Bartlett & Co Wealth Management
Ohio
$430K -$2.89K -30 -0.7%