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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1001
New England Capital Financial Advisors
Connecticut
$784 – – –
PAG
1002
Paladin Advisory Group
Iowa
$780 – – –
GC
1003
Garde Capital
Washington
$780 +$799 +8 New
TCA
1004
Trifecta Capital Advisors
Illinois
$683 – – –
SN
1005
Sittner & Nelson
Oregon
$682 -$799 -8 -53%
WW
1006
Winnow Wealth
Texas
$637 +$200 +2 +40%
SIC
1007
SJS Investment Consulting
Ohio
$586 – – –
PCFFS
1008
Pacific Center for Financial Services
California
$585 – – –
HHGA
1009
Halbert Hargrove Global Advisors
California
$585 +$599 +6 New
FAM
1010
Flaharty Asset Management
Florida
$584 +$599 +6 New
NRG
1011
Nemes Rush Group
Michigan
$487 – – –
PC
1012
Promus Capital
Illinois
$487 – – –
BFS
1013
Bare Financial Services
Pennsylvania
$487 +$499 +5 New
PWA
1014
Principia Wealth Advisory
Texas
$456 +$200 +2 +67%
VWA
1015
Valued Wealth Advisors
Utah
$391 – – –
TIM
1016
Tortoise Investment Management
New York
$390 -$2.2K -22 -85%
BWM
1017
Bullock Wealth Management
Indiana
$294 – – –
CYG
1018
Clean Yield Group
Vermont
$292 -$23.1K -231 -99%
PIS
1019
POM Investment Strategies
North Carolina
$292 – – –
PP
1020
Pacifica Partners
Canada
$282 – – –
WWM
1021
Wolff Wiese Magana
California
$195 -$399 -4 -67%
ACA
1022
American Capital Advisory
Idaho
$195 +$200 +2 New
DPW
1023
DiNuzzo Private Wealth
Pennsylvania
$195 +$200 +2 New
MWM
1024
MorganRosel Wealth Management
Colorado
$195 +$200 +2 New
HIA
1025
HFM Investment Advisors
New Jersey
$98 +$100 +1 New