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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
651
Savvy Advisors Inc
New York
$313K +$317K +3,133 New
FRM
652
Fox Run Management
Connecticut
$312K +$56.6K +560 +22%
CII
653
Capital International Inc
California
$312K +$23K +227 +8%
BIG
654
Brooklyn Investment Group
New York
$307K +$306K +3,025 New
FFM
655
Forum Financial Management
Illinois
$305K +$55.1K +545 +22%
ASN
656
Advisory Services Network
Georgia
$305K +$20.6K +204 +7%
VFA
657
Valeo Financial Advisors
Indiana
$302K -$19.5K -193 -6%
NL
658
NWAM LLC
Washington
$302K +$1.82K +18 +0.6%
CIA
659
Concurrent Investment Advisors
Florida
$301K +$305K +3,020 New
PIM
660
Plato Investment Management
Australia
$301K – – –
WIC
661
Woodmont Investment Counsel
Tennessee
$301K -$3.74K -37 -1%
CI
662
Corient IA
Florida
$299K – – –
RC
663
Roundview Capital
New Jersey
$299K – – –
FTWA
664
Fifth Third Wealth Advisors
Ohio
$297K -$11.8K -117 -4%
SCA
665
Snowden Capital Advisors
New York
$297K -$1.11K -11 -0.4%
WANY
666
Wealthspire Advisors (New York)
New York
$292K +$199K +1,965 +205%
RP
667
Rice Partnership
Hawaii
$291K – – –
SPIA
668
Steward Partners Investment Advisory
New York
$289K -$11.3K -112 -4%
FFN
669
Focus Financial Network
Minnesota
$284K +$5.16K +51 +2%
MPM
670
Meritage Portfolio Management
Kansas
$282K -$3.24K -32 -1%
SF
671
Sun Financial
Utah
$282K +$286K +2,825 New
PWP
672
Private Wealth Partners
California
$281K -$253K -2,499 -47%
CIBC World Market
673
CIBC World Market
Ontario, Canada
$279K -$30.1K -298 -10%
SIG
674
Sky Investment Group
Connecticut
$279K -$45.4K -449 -14%
PWA
675
Pitcairn Wealth Advisors
Pennsylvania
$276K +$280K +2,768 New