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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
601
Advisors Preferred
Maryland
$371K -$351K -3,635 -50%
EW
602
Evoke Wealth
California
$370K +$104K +1,075 +42%
B
603
Bailard
California
$369K +$16.5K +171 +5%
PNC
604
Park National Corp
Ohio
$368K -$35.4K -367 -9%
GI
605
GAMCO Investors
Connecticut
$360K +$344K +3,567 New
HSA
606
HBK Sorce Advisory
Pennsylvania
$350K +$3.09K +32 +0.9%
MGIA
607
Moneta Group Investment Advisors
Missouri
$350K +$30.8K +319 +10%
BFO
608
Boston Family Office
Massachusetts
$349K -$30.3K -314 -8%
CPIG
609
Chicago Partners Investment Group
Illinois
$346K +$81K +840 +33%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$346K +$4.15K +43 +1%
HPC
611
HM Payson & Co
Maine
$346K -$82.5K -855 -20%
PHK
612
Point72 Hong Kong
Hong Kong
$344K +$329K +3,408 New
FPAS
613
Focus Partners Advisor Solutions
Missouri
$343K +$328K +3,398 New
MWM
614
Mission Wealth Management
California
$343K +$193 +2 +0.1%
KWM
615
Kingsview Wealth Management
Oregon
$341K -$46.7K -484 -13%
MOS
616
MGO One Seven
Ohio
$341K +$326K +3,376 New
1C
617
111 Capital
France
$340K -$413K -4,283 -56%
SPIA
618
Steward Partners Investment Advisory
New York
$340K -$25.3K -262 -7%
UHC
619
Union Heritage Capital
Michigan
$339K – – –
NS
620
NBC Securities
Alabama
$338K +$88.9K +921 +38%
SIG
621
Sky Investment Group
Connecticut
$338K -$21.1K -219 -6%
MA
622
Montag & Associates
Georgia
$337K -$3.96K -41 -1%
KFBMI
623
Kentucky Farm Bureau Mutual Insurance
Kentucky
$336K – – –
EWA
624
EP Wealth Advisors
California
$329K +$65.6K +680 +26%
SC
625
Scotia Capital
Ontario, Canada
$325K -$78K -809 -20%
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25
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