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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
876
United Financial Planning Group
New York
$6.81K – – –
LCA
877
Legend Capital Advisors
New York
$6.81K +$7.32K +77 New
WCM
878
Westend Capital Management
California
$6.63K -$380 -4 -5%
BWAM
879
Boyd Watterson Asset Management
Ohio
$6.63K – – –
OC
880
Oakworth Capital
Alabama
$6.63K – – –
AWM
881
Abound Wealth Management
Tennessee
$6.63K +$665 +7 +10%
JWA
882
JFS Wealth Advisors
Pennsylvania
$6.55K +$475 +5 +7%
ITIM
883
Indiana Trust & Investment Management
Indiana
$6.54K – – –
IPS
884
Investors Portfolio Services
Washington
$6.47K – – –
DJSG
885
D.J. St. Germain
Massachusetts
$6.46K -$10.4K -109 -60%
CT
886
Clearstead Trust
Maine
$6.46K -$9.7K -102 -58%
OCM
887
Osbon Capital Management
Massachusetts
$6.28K – – –
MSG
888
Main Street Group
Virginia
$6.28K +$6.75K +71 New
HNW
889
High Note Wealth
Minnesota
$6.19K – – –
CFM
890
Cornerstone Financial Management
Massachusetts
$6.1K +$3.04K +32 +86%
SWM
891
SHP Wealth Management
Massachusetts
$6.01K +$1.62K +17 +33%
GWM
892
Geneos Wealth Management
Colorado
$5.84K – – –
PP
893
PFS Partners
New Jersey
$5.54K – – –
CCM
894
Chilton Capital Management
Texas
$5.31K +$5.7K +60 New
CAC
895
Core Alternative Capital
Georgia
$5.3K – – –
CFG
896
Clayton Financial Group
Missouri
$5.13K – – –
KFAS
897
Keating Financial Advisory Services
Kansas
$5.13K -$1.81K -19 -25%
AFC
898
Ares Financial Consulting
California
$5.02K – – –
VNA
899
Valley National Advisers
Pennsylvania
$5K -$190 -2 -3%
GCP
900
Gill Capital Partners
Colorado
$4.95K +$5.32K +56 New
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