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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1001
IHT Wealth Management
Illinois
$122K +$122K +1,750 New
HPBT
1002
High Point Bank & Trust
North Carolina
$117K – – –
WTB
1003
Washington Trust Bank
Washington
$113K -$36.9K -532 -25%
M
1004
MOTCO
Texas
$113K -$15.4K -222 -12%
MMG
1005
Monetary Management Group
Missouri
$109K – – –
PG
1006
Patten Group
Tennessee
$108K +$139 +2 +0.1%
EDRH
1007
Edmond de Rothschild Holding
Switzerland
$105K +$12.1K +174 +13%
WCM
1008
Wealthcare Capital Management
Virginia
$103K -$7.85K -113 -7%
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$101K +$29K +417 +57%
CAW
1010
Cornerstone Advisors (Washington)
Washington
$101K +$29.4K +423 +40%
CCM
1011
Cribstone Capital Management
Maine
$99K – – –
IUHSA
1012
Itau Unibanco Holding S.A.
Brazil
$93K -$833 -12 -0.9%
IPC
1013
Independent Portfolio Consultants
Florida
$92K +$11K +159 +14%
TDC
1014
Thompson Davis & Co
Virginia
$90K -$2.92K -42 -3%
KT
1015
Kanaly Trust
Texas
$86K +$4.58K +66 +6%
OFW
1016
Omnia Family Wealth
Florida
$86K +$86.2K +1,241 New
PCA
1017
Peddock Capital Advisors
Massachusetts
$81K -$322K -4,642 -80%
ECM
1018
Elgethun Capital Management
South Dakota
$81K +$81.4K +1,173 New
BC
1019
Bartlett & Co
Ohio
$78K +$41.1K +592 +109%
BKA
1020
Brick & Kyle Associates
Pennsylvania
$75K – – –
ZB
1021
Zions Bancorporation
Utah
$73K +$3.96K +57 +6%
CFA
1022
Carroll Financial Associates
North Carolina
$66K -$18.1K -260 -21%
SIC
1023
Salem Investment Counselors
North Carolina
$65K +$65K +936 New
BWA
1024
Burt Wealth Advisors
Maryland
$63K +$20.1K +290 +47%
GRP
1025
Global Retirement Partners
California
$63K +$63.3K +911 New
39 40
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