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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
826
Twin Peaks Wealth Advisors
California
$13.4K +$14.4K +151 New
BCM
827
Blume Capital Management
California
$13.3K – – –
WA
828
Westfuller Advisors
New York
$12.8K -$1.71K -18 -11%
MGI
829
Miller Global Investments
Texas
$12.7K +$13.7K +144 New
SR
830
Swiss Re
Switzerland
$12.6K – – –
TFA
831
Toth Financial Advisory
Virginia
$12.4K -$5.32K -56 -29%
KFA
832
Kelleher Financial Advisors
New York
$12.3K – – –
GAG
833
Goodman Advisory Group
Massachusetts
$12.2K -$13.1K -138 -50%
SWP
834
Strategic Wealth Partners
Ohio
$12K – – –
PWAM
835
Private Wealth Asset Management
Iowa
$11.9K -$6.18K -65 -33%
BCFD
836
Boit C.F. David
$11.8K – – –
CVM
837
Cheviot Value Management
California
$11.8K – – –
MCP
838
Miller Capital Partners
Michigan
$11.7K – – –
C
839
Covestor
United Kingdom
$11K -$33.4K -351 -74%
TFA
840
Transamerica Financial Advisors
Florida
$10.8K -$2.19K -23 -16%
S
841
Sachetta
Massachusetts
$10.7K +$4.85K +51 +73%
PWMG
842
Private Wealth Management Group
New Jersey
$10.6K -$36K -379 -76%
MAM
843
Marquette Asset Management
Minnesota
$10.5K +$6.65K +70 +143%
B
844
Bayban
Minnesota
$10.4K – – –
WA
845
Whipplewood Advisors
Colorado
$10.4K +$9.98K +105 +808%
AF
846
Advisornet Financial
Minnesota
$10.4K -$1.24K -13 -10%
FMP
847
Financial Management Professionals
Texas
$10.3K – – –
MO
848
McMillan Office
Michigan
$10.3K – – –
BIA
849
Bell Investment Advisors
California
$10.3K +$951 +10 +9%
FLP
850
Financial Life Planners
Arizona
$10.2K +$10.9K +115 New