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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
1026
Quest 10 Wealth Builders
Virginia
$1.17K – – –
CWM
1027
Cranbrook Wealth Management
Michigan
$1.07K – – –
GA
1028
GoalVest Advisory
New York
$1.07K – – –
PWA
1029
Principia Wealth Advisory
Texas
$1.07K +$211 +2 +25%
MNA
1030
Manning & Napier Advisors
New York
$1.07K +$1.05K +10 New
YP
1031
YANKCOM Partnership
South Dakota
$959 – – –
DPW
1032
DiNuzzo Private Wealth
Pennsylvania
$956 +$317 +3 +50%
NECFA
1033
New England Capital Financial Advisors
Connecticut
$859 – – –
AF
1034
Aviso Financial
Ontario, Canada
$852 – – –
TCA
1035
Trifecta Capital Advisors
Illinois
$747 – – –
SN
1036
Sittner & Nelson
Oregon
$746 – – –
HIA
1037
HFM Investment Advisors
New Jersey
$746 +$422 +4 +133%
WWA
1038
Wealth Watch Advisors
Colorado
$746 +$739 +7 New
PCFFS
1039
Pacific Center for Financial Services
California
$640 – – –
DWM
1040
Dogwood Wealth Management
Kansas
$640 +$633 +6 New
UCB
1041
United Community Bank
South Carolina
$640 +$633 +6 New
BHWM
1042
Bay Harbor Wealth Management
Maryland
$639 +$211 +2 +50%
WW
1043
Winnow Wealth
Texas
$535 +$528 +5 New
NRG
1044
Nemes Rush Group
Michigan
$533 – – –
PC
1045
Promus Capital
Illinois
$533 – – –
HC
1046
Hurley Capital
New York
$533 +$528 +5 New
VWA
1047
Valued Wealth Advisors
Utah
$428 – – –
ACA
1048
American Capital Advisory
Idaho
$427 – – –
QWM
1049
Quaker Wealth Management
New Jersey
$427 – – –
HHGA
1050
Halbert Hargrove Global Advisors
California
$427 +$422 +4 New