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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
701
Chicago Capital
Illinois
$245K – – –
SWM
702
Spire Wealth Management
Virginia
$242K -$1,000K -9,885 -80%
OF
703
Optimize Financial
California
$242K +$3.24K +32 +1%
EIA
704
Edgemoor Investment Advisors
Maryland
$241K – – –
PA
705
Pinnacle Associates
New York
$241K +$244K +2,411 New
VCM
706
Virtue Capital Management
Tennessee
$240K -$1.06M -10,509 -81%
CI
707
CX Institutional
Indiana
$238K +$47K +465 +24%
DADC
708
D.A. Davidson & Co
Montana
$237K -$3.24K -32 -1%
JPWM
709
Jamison Private Wealth Management
Georgia
$237K – – –
DWA
710
Douglass Winthrop Advisors
New York
$237K -$70.4K -696 -23%
IAN
711
Integrated Advisors Network
Texas
$236K -$16.8K -166 -7%
MMA
712
Miracle Mile Advisors
California
$235K +$238K +2,357 New
JTWM
713
Jackson Thornton Wealth Management
Alabama
$235K -$12.4K -123 -5%
NAM
714
NorthCrest Asset Manangement
Minnesota
$234K -$202K -1,996 -46%
CI
715
Cigna Investments
Connecticut
$233K – – –
S
716
SignatureFD
Georgia
$231K +$101 +1 +0%
MMM
717
Mendel Money Management
Illinois
$231K -$42.5K -420 -15%
BCM
718
Brookstone Capital Management
Illinois
$229K -$3.84K -38 -2%
PCM
719
Prelude Capital Management
New York
$226K -$46.3K -458 -17%
PFM
720
Patton Fund Management
Texas
$225K -$13.5K -133 -6%
AFG
721
Atomi Financial Group
New York
$224K +$27.1K +268 +14%
PA
722
Profund Advisors
Maryland
$224K -$49.7K -491 -18%
EWA
723
EP Wealth Advisors
California
$223K +$226K +2,237 New
EFS
724
Essex Financial Services
Connecticut
$223K -$28K -277 -11%
BIM
725
Baldwin Investment Management
Pennsylvania
$223K -$73.9K -731 -25%
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