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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1001
Winch Advisory Services
Wisconsin
$355 -$332 -4 -50%
AIC
1002
Archer Investment Corporation
Indiana
$355 – – –
BAM
1003
Byrne Asset Management
New Jersey
$355 – – –
CTWM
1004
Cherry Tree Wealth Management
Minnesota
$355 – – –
NC
1005
NewSquare Capital
Pennsylvania
$355 – – –
OLVIG
1006
Oliver Lagore Vanvalin Investment Group
Michigan
$355 – – –
TWP
1007
TFO Wealth Partners
Ohio
$355 – – –
TAM
1008
Tucker Asset Management
Colorado
$266 -$912 -11 -79%
PIS
1009
POM Investment Strategies
North Carolina
$266 – – –
BWM
1010
Bullock Wealth Management
Indiana
$263 +$249 +3 New
FFWA
1011
FRG Family Wealth Advisors
Washington
$187 +$166 +2 New
FFA
1012
Frazier Financial Advisors
Ohio
$178 -$2.16K -26 -93%
BMC
1013
Bear Mountain Capital
Washington
$91 – – –
RFS
1014
Richardson Financial Services
Massachusetts
$89 -$249 -3 -75%
CP
1015
Castleview Partners
Texas
$89 – – –
IWP
1016
IAG Wealth Partners
Wisconsin
$89 – – –
IIM
1017
Intact Investment Management
Quebec, Canada
$89 – – –
SIC
1018
SJS Investment Consulting
Ohio
$89 – – –
CIAS
1019
CBIZ Investment Advisory Services
Ohio
$89 +$83 +1 New
GWP
1020
Gen-Wealth Partners
Michigan
$89 +$83 +1 New
TCM
1021
TD Capital Management
Tennessee
$89 +$83 +1 New
DWM
1022
Dogwood Wealth Management
Kansas
$2 – – –
MBI
1023
Montrusco Bolton Investments
Quebec, Canada
– -$103M -1,273,670 Closed
GIM
1024
Generation Investment Management
United Kingdom
– -$74.1M -901,343 Closed
IIP
1025
Intermede Investment Partners
United Kingdom
– -$73M -887,631 Closed