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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
651
Lake Street Advisors Group
New Hampshire
$249K +$3.44K +36 +1%
LI
652
Lafayette Investments
Maryland
$249K +$27.9K +292 +13%
BPWM
653
Badgley Phelps Wealth Managers
Washington
$247K -$19.2K -201 -7%
LCM
654
Liberty Capital Management
Michigan
$244K -$6.98K -73 -3%
TWA
655
TCI Wealth Advisors
Arizona
$242K +$383 +4 +0.2%
NIM
656
Northeast Investment Management
Massachusetts
$242K -$378K -3,952 -61%
CI
657
Cigna Investments
Connecticut
$242K – – –
CDH
658
Charles D. Hyman
$241K – – –
PI
659
PEAK6 Investments
Illinois
$241K -$12.7K -133 -5%
LIM
660
Leavell Investment Management
Alabama
$239K +$1.24K +13 +0.5%
CFG
661
Citizens Financial Group
Rhode Island
$237K +$237K +2,481 New
NCFG
662
New Century Financial Group
New Jersey
$234K +$235K +2,454 New
AEPWM
663
Atlantic Edge Private Wealth Management
Florida
$234K -$4.59K -48 -2%
HWP
664
Highline Wealth Partners
California
$233K – – –
CG
665
Corundum Group
Colorado
$233K -$7.65K -80 -3%
CWM
666
Connecticut Wealth Management
Connecticut
$232K +$2.77K +29 +1%
EIA
667
Edgemoor Investment Advisors
Maryland
$231K -$861 -9 -0.4%
EFS
668
Essex Financial Services
Connecticut
$230K +$205K +2,148 New
HIC
669
Holderness Investments Company
North Carolina
$227K – – –
HKAM
670
Horizon Kinetics Asset Management
New York
$227K -$5.83K -61 -3%
JPWM
671
Jamison Private Wealth Management
Georgia
$224K – – –
FHA
672
Flagship Harbor Advisors
Massachusetts
$224K -$6.41K -67 -3%
MCC
673
Money Concepts Capital
Florida
$223K -$7.94K -83 -3%
CIA
674
Choate Investment Advisors
Massachusetts
$223K -$20.3K -212 -8%
EWM
675
Evermay Wealth Management
Virginia
$223K -$13.2K -138 -6%
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