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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
651
SageView Advisory Group
California
$291K -$10.7K -111 -4%
FTWA
652
Fifth Third Wealth Advisors
Ohio
$289K -$5.21K -54 -2%
EI
653
Ellevest Inc
New York
$285K +$56.9K +590 +26%
MIM
654
Meixler Investment Management
Arizona
$284K +$272K +2,817 New
BCM
655
Banyan Capital Management
Georgia
$284K -$36.8K -381 -12%
AWS
656
Atria Wealth Solutions
New York
$283K -$398K -4,123 -60%
MMM
657
Mendel Money Management
Illinois
$282K +$46.5K +482 +21%
VFA
658
Voya Financial Advisors
Connecticut
$280K -$42.5K -440 -14%
TCOV
659
Trust Company of Vermont
Vermont
$276K -$11.1K -115 -4%
CG
660
Corundum Group
Colorado
$276K +$16.6K +172 +7%
UB
661
UMB Bank
Missouri
$275K -$81.4K -844 -24%
1SB
662
1ST Source Bank
Indiana
$275K -$93.7K -971 -26%
SA
663
Scarborough Advisors
Maryland
$273K – – –
MAS
664
Meeder Advisory Services
Ohio
$270K +$2.31K +24 +0.9%
CTA
665
Chesley Taft & Associates
Illinois
$268K -$42.8K -444 -14%
TAM
666
Tocqueville Asset Management
New York
$268K – – –
CAAS
667
Capital Asset Advisory Services
Michigan
$266K +$250K +2,592 New
MPM
668
MBB Public Markets
Illinois
$265K -$58.6K -607 -19%
IAN
669
Integrated Advisors Network
Texas
$264K -$67.3K -698 -21%
CII
670
Capital International Inc
California
$262K +$25.5K +264 +11%
AWM
671
Axxcess Wealth Management
California
$262K +$250K +2,592 New
SC
672
Searle & Co
Connecticut
$261K – – –
FFN
673
Focus Financial Network
Minnesota
$259K +$248K +2,570 New
FSC
674
Full Sail Capital
Oklahoma
$257K +$245K +2,543 New
SCTC
675
Sanibel Captiva Trust Company
Florida
$255K -$19.1K -198 -7%
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