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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Abound Wealth Management
Tennessee
$6.79K – – –
GWM
952
Geneos Wealth Management
Colorado
$6.58K – – –
MSFP
953
Mark Sheptoff Financial Planning
Connecticut
$6.58K – – –
HFS
954
Horizon Financial Services
North Carolina
$6.29K +$1.62K +16 +34%
PP
955
PFS Partners
New Jersey
$6.24K +$101 +1 +2%
CAC
956
Core Alternative Capital
Georgia
$5.99K -$607 -6 -9%
CFG
957
Clayton Financial Group
Missouri
$5.79K +$5.87K +58 New
CFD
958
Creative Financial Designs
Indiana
$5.69K – – –
AFC
959
Ares Financial Consulting
California
$5.69K +$5.76K +57 New
AWA
960
Acumen Wealth Advisors
Tennessee
$5.59K +$5.66K +56 New
PWA
961
Physician Wealth Advisors
Utah
$5.39K +$3.54K +35 +184%
PWMG
962
Prestige Wealth Management Group
New Jersey
$5.3K – – –
GWM
963
Gilpin Wealth Management
Colorado
$5.29K +$5.36K +53 New
HHMI
964
Howard Hughes Medical Institute
Maryland
$5.29K – – –
CH
965
CDKV Holdings
Colorado
$5.19K +$5.26K +52 New
SWM
966
SHP Wealth Management
Massachusetts
$5.09K +$5.16K +51 New
SIS
967
Sound Income Strategies
Florida
$5.03K – – –
CTA
968
Colonial Trust Advisors
South Carolina
$5.03K – – –
VNA
969
Valley National Advisers
Pennsylvania
$5K -$202 -2 -3%
PK
970
Pflug Koory
Nebraska
$4.99K – – –
MAM
971
Marquette Asset Management
Minnesota
$4.89K -$3.34K -33 -40%
MCM
972
MidAtlantic Capital Management
Virginia
$4.79K +$4.86K +48 New
SC
973
Solstein Capital
California
$4.69K – – –
BFS
974
Bare Financial Services
Pennsylvania
$4.69K +$506 +5 +12%
TIM
975
Thompson Investment Management
Wisconsin
$4.59K – – –
37 38
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40 41