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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
876
Evelyn Partners Investment Management Services
$7.25K – – –
EWP
877
Elevation Wealth Partners
California
$7.07K -$285 -3 -4%
KFI
878
Key Financial Inc
Pennsylvania
$6.81K – – –
UFPG
879
United Financial Planning Group
New York
$6.81K – – –
LCA
880
Legend Capital Advisors
New York
$6.81K +$7.32K +77 New
WCM
881
Westend Capital Management
California
$6.63K -$380 -4 -5%
BWAM
882
Boyd Watterson Asset Management
Ohio
$6.63K – – –
OC
883
Oakworth Capital
Alabama
$6.63K – – –
AWM
884
Abound Wealth Management
Tennessee
$6.63K +$665 +7 +10%
JWA
885
JFS Wealth Advisors
Pennsylvania
$6.55K +$475 +5 +7%
ITIM
886
Indiana Trust & Investment Management
Indiana
$6.54K – – –
IPS
887
Investors Portfolio Services
Washington
$6.47K – – –
DJSG
888
D.J. St. Germain
Massachusetts
$6.46K -$10.4K -109 -60%
CT
889
Clearstead Trust
Maine
$6.46K -$9.7K -102 -58%
OCM
890
Osbon Capital Management
Massachusetts
$6.28K – – –
MSG
891
Main Street Group
Virginia
$6.28K +$6.75K +71 New
HNW
892
High Note Wealth
Minnesota
$6.19K – – –
CFM
893
Cornerstone Financial Management
Massachusetts
$6.1K +$3.04K +32 +86%
SWM
894
SHP Wealth Management
Massachusetts
$6.01K +$1.62K +17 +33%
GWM
895
Geneos Wealth Management
Colorado
$5.84K – – –
PP
896
PFS Partners
New Jersey
$5.54K – – –
CCM
897
Chilton Capital Management
Texas
$5.31K +$5.7K +60 New
CAC
898
Core Alternative Capital
Georgia
$5.3K – – –
CFG
899
Clayton Financial Group
Missouri
$5.13K – – –
KFAS
900
Keating Financial Advisory Services
Kansas
$5.13K -$1.81K -19 -25%
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