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Veralto

Name Holding Trade Value Shares
Change
Change in
Stake
SN
1076
Sittner & Nelson
Oregon
$634 – – –
ACA
1077
American Capital Advisory
Idaho
$599 +$202 +2 +50%
ACA
1078
Atlas Capital Advisors
Wyoming
$598 +$607 +6 New
HWP
1079
Highline Wealth Partners
California
$502 -$246K -2,436 -100%
NRG
1080
Nemes Rush Group
Michigan
$499 – – –
APW
1081
Atlantic Private Wealth
North Carolina
$499 +$506 +5 New
APW
1082
Aventura Private Wealth
Florida
$499 +$506 +5 New
HHCP
1083
Hilton Head Capital Partners
South Carolina
$499 +$506 +5 New
VWA
1084
Valued Wealth Advisors
Utah
$401 – – –
QWM
1085
Quaker Wealth Management
New Jersey
$400 – – –
SA
1086
Seneschal Advisors
Washington
$400 +$101 +1 +33%
BWM
1087
Bullock Wealth Management
Indiana
$302 – – –
DWM
1088
Dogwood Wealth Management
Kansas
$200 -$405 -4 -67%
WWM
1089
Wolff Wiese Magana
California
$200 – – –
LB
1090
Legacy Bridge
Iowa
$200 +$202 +2 New
WIM
1091
Westside Investment Management
California
$200 +$202 +2 New
BMC
1092
Bear Mountain Capital
Washington
$103 – – –
CTWM
1093
Cherry Tree Wealth Management
Minnesota
$100 – – –
DF
1094
DecisionPoint Financial
Arizona
$100 – – –
IRC
1095
Investors Research Corp
Georgia
$100 – – –
MPW
1096
MASECO Private Wealth
$100 – – –
TWC
1097
The Woodbridge Company
Ontario, Canada
$100 – – –
BW
1098
Basepoint Wealth
Iowa
$100 +$101 +1 New
IIM
1099
Intact Investment Management
Quebec, Canada
$100 +$101 +1 New
MS
1100
Monetary Solutions
Ohio
$100 +$101 +1 New