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Veralto
VLTO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
1026
DB Wealth Management Group
California
$329 +$299 +4 New
FWM
1027
Focused Wealth Management
New York
$329 +$299 +4 New
NC
1028
NewSquare Capital
Pennsylvania
$329 +$299 +4 New
OLVIG
1029
Oliver Lagore Vanvalin Investment Group
Michigan
$329 +$299 +4 New
RFS
1030
Richardson Financial Services
Massachusetts
$329 +$299 +4 New
TWP
1031
TFO Wealth Partners
Ohio
$329 +$299 +4 New
CAM
1032
Creekmur Asset Management
Illinois
$247 +$224 +3 New
LA
1033
LM Advisors
California
$247 +$224 +3 New
PS
1034
Planned Solutions
California
$247 +$224 +3 New
PIS
1035
POM Investment Strategies
North Carolina
$247 +$224 +3 New
TCCM
1036
Timber Creek Capital Management
Massachusetts
$246 +$224 +3 New
GA
1037
GoalVest Advisory
New York
$165 +$149 +2 New
FGAM
1038
Financial Gravity Asset Management
Texas
$106 – – –
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
DWM
1045
Dogwood Wealth Management
Kansas
$3 – – –
FPCG
1046
Fort Pitt Capital Group
Pennsylvania
– -$4.9M -57,891 Closed
BWC
1047
Blue Whale Capital
United Kingdom
– -$3.38M -40,000 Closed
SCP
1048
Sandhill Capital Partners
New York
– -$2.84M -33,307 Closed
FFA
1049
First Foundation Advisors
California
– -$2.65M -31,348 Closed
FIA
1050
FNY Investment Advisers
New York
– -$2M -26,833 -100%
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