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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
651
Robertson Stephens Wealth Management
California
$289K -$84.8K -850 -22%
BCM
652
Brookstone Capital Management
Illinois
$287K -$10.8K -108 -4%
FFA
653
Farther Finance Advisors
California
$287K +$33.2K +333 +13%
NL
654
NWAM LLC
Washington
$286K +$299 +3 +0.1%
SAG
655
SageView Advisory Group
California
$286K -$17.6K -176 -6%
FTWA
656
Fifth Third Wealth Advisors
Ohio
$285K -$5.69K -57 -2%
WIA
657
World Investment Advisors
California
$285K +$9.38K +94 +3%
RP
658
Rice Partnership
Hawaii
$284K -$30.7K -308 -10%
MGP
659
M&G plc
United Kingdom
$284K
TCOV
660
Trust Company of Vermont
Vermont
$278K -$11.4K -114 -4%
AWA
661
Aaron Wealth Advisors
Illinois
$268K -$11.6K -116 -4%
SCTC
662
Sanibel Captiva Trust Company
Florida
$265K -$40.6K -407 -13%
IWC
663
Integrated Wealth Concepts
Massachusetts
$264K -$18.3K -183 -6%
SA
664
Scarborough Advisors
Maryland
$263K
PAM
665
Panagora Asset Management
Massachusetts
$263K -$44.1K -442 -14%
TAM
666
Tocqueville Asset Management
New York
$258K -$4.99K -50 -2%
MAS
667
Meeder Advisory Services
Ohio
$258K +$3.19K +32 +1%
ASN
668
Advisory Services Network
Georgia
$254K +$14.8K +148 +6%
OP
669
ORG Partners
Indiana
$253K +$250K +2,508 +2,883%
SC
670
Searle & Co
Connecticut
$252K
EW
671
Evoke Wealth
California
$252K -$2.79K -28 -1%
EWA
672
EP Wealth Advisors
California
$252K +$30K +301 +13%
PA
673
Profund Advisors
Maryland
$252K -$21.2K -212 -8%
CG
674
Corundum Group
Colorado
$250K +$9.68K +97 +4%
CPIG
675
Chicago Partners Investment Group
Illinois
$246K +$32.7K +328 +15%