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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1001
Ruedi Wealth Management
Illinois
$1.68K -$951 -9 -38%
BL
1002
BFSG LLC
California
$1.68K – – –
DJSG
1003
D.J. St. Germain
Massachusetts
$1.68K – – –
MFS
1004
Mattson Financial Services
Michigan
$1.62K – – –
BGAI
1005
Bruce G. Allen Investments
Colorado
$1.57K – – –
GIS
1006
Grayhawk Investment Strategies
Alberta, Canada
$1.57K – – –
BFPW
1007
BOK Financial Private Wealth
Colorado
$1.46K +$1.37K +13 New
VAMG
1008
Voisard Asset Management Group
Michigan
$1.46K +$317 +3 +30%
CFS
1009
CGC Financial Services
Oregon
$1.45K – – –
HWM
1010
Horizons Wealth Management
North Carolina
$1.34K – – –
CWM
1011
Cranbrook Wealth Management
Michigan
$1.12K – – –
TPW
1012
Talon Private Wealth
Florida
$1.01K +$951 +9 New
TFA
1013
Transamerica Financial Advisors
Florida
$1K -$12.8K -121 -99%
IAIM
1014
International Assets Investment Management
Florida
$954 +$11.2M +106,266 +23,720%
NECFA
1015
New England Capital Financial Advisors
Connecticut
$898 – – –
PAG
1016
Paladin Advisory Group
Iowa
$895 – – –
TCA
1017
Trifecta Capital Advisors
Illinois
$784 – – –
SN
1018
Sittner & Nelson
Oregon
$783 -$6.13K -58 -89%
GJWM
1019
Gilliland Jeter Wealth Management
Arkansas
$783 – – –
RTC
1020
Riverview Trust Company
Washington
$783 +$740 +7 New
PCFFS
1021
Pacific Center for Financial Services
California
$672 – – –
WWM
1022
Wolff Wiese Magana
California
$672 – – –
CWA
1023
Carolina Wealth Advisors
South Carolina
$671 +$634 +6 New
WOC
1024
West Oak Capital
California
$584 -$40.8K -386 -43%
WFA
1025
Wells Financial Advisors
Massachusetts
$560 +$528 +5 New
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