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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1026
Archer Investment Corporation
Indiana
$329 +$299 +4 New
DWMG
1027
DB Wealth Management Group
California
$329 +$299 +4 New
FWM
1028
Focused Wealth Management
New York
$329 +$299 +4 New
NC
1029
NewSquare Capital
Pennsylvania
$329 +$299 +4 New
OLVIG
1030
Oliver Lagore Vanvalin Investment Group
Michigan
$329 +$299 +4 New
RFS
1031
Richardson Financial Services
Massachusetts
$329 +$299 +4 New
TWP
1032
TFO Wealth Partners
Ohio
$329 +$299 +4 New
CAM
1033
Creekmur Asset Management
Illinois
$247 +$224 +3 New
LA
1034
LM Advisors
California
$247 +$224 +3 New
PS
1035
Planned Solutions
California
$247 +$224 +3 New
PIS
1036
POM Investment Strategies
North Carolina
$247 +$224 +3 New
TCCM
1037
Timber Creek Capital Management
Massachusetts
$246 +$224 +3 New
GA
1038
GoalVest Advisory
New York
$165 +$149 +2 New
SIC
1039
SJS Investment Consulting
Ohio
$83 +$75 +1 New
CP
1040
Castleview Partners
Texas
$82 +$75 +1 New
IWP
1041
IAG Wealth Partners
Wisconsin
$82 +$75 +1 New
IPW
1042
Impact Partnership Wealth
Georgia
$82 +$75 +1 New
IIM
1043
Intact Investment Management
Quebec, Canada
$82 +$75 +1 New
BMC
1044
Bear Mountain Capital
Washington
$75 +$75 +1 New
FGAM
1045
Financial Gravity Asset Management
Texas
$58 – – –
DWM
1046
Dogwood Wealth Management
Kansas
$3 – – –
FPCG
1047
Fort Pitt Capital Group
Pennsylvania
– -$4.9M -57,891 Closed
BWC
1048
Blue Whale Capital
United Kingdom
– -$3.38M -40,000 Closed
SCP
1049
Sandhill Capital Partners
New York
– -$2.84M -33,307 Closed
FFA
1050
First Foundation Advisors
California
– -$2.65M -31,348 Closed
40 41
42
43 44