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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
626
Robertson Stephens Wealth Management
California
$216K -$2.6K -30 -1%
EIA
627
Edgemoor Investment Advisors
Maryland
$214K – – –
PA
628
ProCore Advisors
California
$214K +$209K +2,408 New
CL
629
CSS LLC
Illinois
$213K +$208K +2,400 New
PS
630
Principal Securities
Iowa
$213K -$165K -1,899 -44%
BHCM
631
Brevan Howard Capital Management
Jersey
$212K -$749K -8,619 -78%
STCOSD
632
Sageworth Trust Company of South Dakota
South Dakota
$211K +$207K +2,384 New
PA
633
Profund Advisors
Maryland
$211K +$4K +46 +2%
HPC
634
HM Payson & Co
Maine
$209K -$47.3K -545 -19%
MWM
635
Modern Wealth Management
Kansas
$209K -$87 -1 -0%
JPWM
636
Jamison Private Wealth Management
Georgia
$208K – – –
CI
637
Cigna Investments
Connecticut
$207K – – –
MAS
638
Meeder Advisory Services
Ohio
$206K +$3.56K +41 +2%
FHWM
639
Fox Hill Wealth Management
Massachusetts
$206K +$201K +2,319 New
BCM
640
Brookstone Capital Management
Illinois
$204K -$261 -3 -0.1%
OF
641
Optimize Financial
California
$203K -$608 -7 -0.3%
SCS
642
Sound Capital Solutions
Florida
$203K +$199K +2,291 New
AS
643
Altshuler Shaham
Israel
$201K – – –
Northwestern Mutual Wealth Management
644
Northwestern Mutual Wealth Management
Wisconsin
$199K -$28.7K -331 -13%
DCU
645
Dara Capital US
Florida
$199K +$44K +507 +29%
HBW
646
Hazlett, Burt & Watson
West Virginia
$195K +$1.74K +20 +0.9%
DCM
647
Dorato Capital Management
Colorado
$183K +$24.9K +287 +17%
AEPWM
648
Atlantic Edge Private Wealth Management
Florida
$181K -$7.38K -85 -4%
LS
649
Livforsakringsbolaget Skandia
Sweden
$180K – – –
EWA
650
EverSource Wealth Advisors
Alabama
$173K -$28.3K -326 -14%