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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1001
Physician Wealth Advisors
Utah
$2.03K -$9.28K -88 -82%
HC
1002
Hara Capital
Washington
$2.03K – – –
LAM
1003
Lummis Asset Management
Texas
$2.03K – – –
PCM
1004
Penserra Capital Management
California
$2K – – –
CWM
1005
Consultiva Wealth Management
Puerto Rico
$1.92K – – –
RWM
1006
Rialto Wealth Management
New York
$1.92K +$422 +4 +29%
TLCM
1007
Twin Lakes Capital Management
California
$1.82K – – –
NRWA
1008
North Ridge Wealth Advisors
Oregon
$1.81K – – –
NCM
1009
Northwest Capital Management
Oregon
$1.81K – – –
CT
1010
Coastline Trust
Rhode Island
$1.71K – – –
FIM
1011
FWL Investment Management
Texas
$1.71K – – –
HNB
1012
Hilltop National Bank
Wyoming
$1.71K – – –
SIC
1013
SJS Investment Consulting
Ohio
$1.6K +$317 +3 +25%
BL
1014
BFSG LLC
California
$1.6K – – –
GA
1015
Guerra Advisors
Florida
$1.6K +$1.58K +15 New
CAM
1016
Creekmur Asset Management
Illinois
$1.49K -$211 -2 -13%
BGAI
1017
Bruce G. Allen Investments
Colorado
$1.49K – – –
SHM
1018
Sagard Holdings Management
Ontario, Canada
$1.49K – – –
BC
1019
Barrett & Company
Rhode Island
$1.39K -$5.28K -50 -79%
CFS
1020
CGC Financial Services
Oregon
$1.39K – – –
AWM
1021
Activest Wealth Management
Florida
$1.39K +$1.37K +13 New
TCB
1022
Texas Capital Bancshares
Texas
$1.28K +$1.27K +12 New
AWM
1023
Ameliora Wealth Management
Switzerland
$1.17K – – –
FNWA
1024
Financial Network Wealth Advisors
Utah
$1.17K – – –
MIM
1025
MTM Investment Management
South Carolina
$1.17K – – –