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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
951
Geneos Wealth Management
Colorado
$6.58K – – –
MSFP
952
Mark Sheptoff Financial Planning
Connecticut
$6.58K – – –
HFS
953
Horizon Financial Services
North Carolina
$6.29K +$1.62K +16 +34%
PP
954
PFS Partners
New Jersey
$6.24K +$101 +1 +2%
CAC
955
Core Alternative Capital
Georgia
$5.99K -$607 -6 -9%
CFG
956
Clayton Financial Group
Missouri
$5.79K +$5.87K +58 New
CFD
957
Creative Financial Designs
Indiana
$5.69K – – –
AFC
958
Ares Financial Consulting
California
$5.69K +$5.76K +57 New
AWA
959
Acumen Wealth Advisors
Tennessee
$5.59K +$5.66K +56 New
PWA
960
Physician Wealth Advisors
Utah
$5.39K +$3.54K +35 +184%
PWMG
961
Prestige Wealth Management Group
New Jersey
$5.3K – – –
GWM
962
Gilpin Wealth Management
Colorado
$5.29K +$5.36K +53 New
HHMI
963
Howard Hughes Medical Institute
Maryland
$5.29K – – –
CH
964
CDKV Holdings
Colorado
$5.19K +$5.26K +52 New
SWM
965
SHP Wealth Management
Massachusetts
$5.09K +$5.16K +51 New
SIS
966
Sound Income Strategies
Florida
$5.03K – – –
CTA
967
Colonial Trust Advisors
South Carolina
$5.03K – – –
VNA
968
Valley National Advisers
Pennsylvania
$5K -$202 -2 -3%
PK
969
Pflug Koory
Nebraska
$4.99K – – –
MAM
970
Marquette Asset Management
Minnesota
$4.89K -$3.34K -33 -40%
MCM
971
MidAtlantic Capital Management
Virginia
$4.79K +$4.86K +48 New
SC
972
Solstein Capital
California
$4.69K – – –
BFS
973
Bare Financial Services
Pennsylvania
$4.69K +$506 +5 +12%
TIM
974
Thompson Investment Management
Wisconsin
$4.59K – – –
AAG
975
Armstrong Advisory Group
Massachusetts
$4.49K – – –
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