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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
B
601
Bailard
California
$391K +$844 +8 +0.2%
HT
602
Heritage Trust
Oklahoma
$390K -$77.6K -736 -17%
PWM
603
Perigon Wealth Management
California
$387K +$383K +3,629 New
MOS
604
MGO One Seven
Ohio
$381K +$21.1K +200 +6%
EWA
605
EverSource Wealth Advisors
Alabama
$380K +$112K +1,064 +43%
GI
606
GAMCO Investors
Connecticut
$379K -$1.48K -14 -0.4%
DLA
607
Douglas Lane & Associates
New York
$378K -$101K -954 -21%
GC
608
Guggenheim Capital
Illinois
$378K -$37.7K -357 -9%
CFO
609
Callan Family Office
Pennsylvania
$373K -$62.6K -593 -15%
HPC
610
HM Payson & Co
Maine
$372K +$7.07K +67 +2%
BFO
611
Boston Family Office
Massachusetts
$372K +$2.64K +25 +0.7%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$369K +$3.38K +32 +0.9%
UHC
613
Union Heritage Capital
Michigan
$358K – – –
NS
614
NBC Securities
Alabama
$356K -$1.48K -14 -0.4%
KFBMI
615
Kentucky Farm Bureau Mutual Insurance
Kentucky
$355K – – –
MA
616
Montag & Associates
Georgia
$354K -$1.69K -16 -0.5%
MWM
617
Mission Wealth Management
California
$354K -$8.34K -79 -2%
EFI
618
EHP Funds Inc
Canada
$352K +$348K +3,300 New
PNC
619
Park National Corp
Ohio
$350K -$38.4K -364 -10%
KWM
620
Kingsview Wealth Management
Oregon
$348K -$12.1K -115 -3%
SIG
621
Sky Investment Group
Connecticut
$346K -$10.7K -101 -3%
JSW
622
Journey Strategic Wealth
New Jersey
$343K +$340K +3,220 New
VFA
623
Valeo Financial Advisors
Indiana
$343K +$20.5K +194 +6%
WWC
624
Waypoint Wealth Counsel
Georgia
$343K +$339K +3,215 New
PCM
625
Polymer Capital Management
New York
$342K +$339K +3,210 New
23 24
25
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