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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
926
Bradley & Co Private Wealth Management
Florida
$9.18K – – –
CT
927
Colonial Trust
South Carolina
$8.78K – – –
MEG
928
Millstone Evans Group
Colorado
$8.68K – – –
PUI
929
Purpose Unlimited Inc
$8.68K +$8.8K +87 New
PS
930
Pinney & Scofield
Massachusetts
$8.58K – – –
EWP
931
Elevation Wealth Partners
California
$8.28K -$1.21K -12 -13%
EPIMS
932
Evelyn Partners Investment Management Services
$8.18K -$7.08K -70 -46%
QA
933
Quattro Advisors
Pennsylvania
$8.12K +$8.19K +81 New
FFO
934
Fortitude Family Office
Arizona
$7.98K -$910 -9 -10%
WCM
935
Westend Capital Management
California
$7.88K – – –
MFP
936
Meramec Financial Planners
Missouri
$7.7K +$8.6K +85 New
KFI
937
Key Financial Inc
Pennsylvania
$7.68K – – –
KFAS
938
Keating Financial Advisory Services
Kansas
$7.68K +$7.79K +77 New
UFPG
939
United Financial Planning Group
New York
$7.68K +$7.79K +77 New
BWAM
940
Boyd Watterson Asset Management
Ohio
$7.48K – – –
OC
941
Oakworth Capital
Alabama
$7.48K – – –
ITIM
942
Indiana Trust & Investment Management
Indiana
$7.38K – – –
IPS
943
Investors Portfolio Services
Washington
$7.3K +$7.38K +73 New
OC
944
Optima Capital
Oregon
$7.19K +$7.28K +72 New
TWD
945
True Wealth Design
Ohio
$7.18K -$25.5K -252 -78%
RDFA
946
Ritter Daniher Financial Advisory
Ohio
$7.18K – – –
OCM
947
Osbon Capital Management
Massachusetts
$7.08K +$7.18K +71 New
S
948
Sachetta
Massachusetts
$7K -$48.9K -483 -87%
HNW
949
High Note Wealth
Minnesota
$6.99K -$202 -2 -3%
JWA
950
JFS Wealth Advisors
Pennsylvania
$6.89K +$3.64K +36 +109%
36 37
38
39 40