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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1026
Boston Research & Management
Massachusetts
$262K – – –
ST
1027
Smithfield Trust
Pennsylvania
$262K – – –
SFSG
1028
Stearns Financial Services Group
North Carolina
$260K -$3.83K -42 -2%
LWAC
1029
Laurel Wealth Advisors (California)
California
$260K +$20.6K +226 +9%
NFG
1030
Nations Financial Group
Iowa
$259K – – –
SA
1031
Strategic Advisors
New York
$258K +$27K +297 +12%
SIM
1032
SSI Investment Management
California
$253K -$1.18K -13 -0.5%
CIC
1033
Carnegie Investment Counsel
Ohio
$250K -$60.7K -666 -20%
PCM
1034
Prelude Capital Management
New York
$250K +$84.8K +931 +56%
JMFC
1035
J.M. Forbes & Co
Massachusetts
$248K – – –
BWM
1036
Baystate Wealth Management
Massachusetts
$246K +$47K +516 +24%
AW
1037
Alpha Windward
Massachusetts
$245K +$820 +9 +0.4%
1WA
1038
180 Wealth Advisors
Washington
$242K +$229K +2,517 New
GAG
1039
GM Advisory Group
New York
$241K -$12.8K -141 -5%
TTWM
1040
TCV Trust & Wealth Management
Virginia
$240K +$5.74K +63 +3%
ACA
1041
Ackerman Capital Advisors
Texas
$239K +$226K +2,482 New
IIM
1042
Intact Investment Management
Quebec, Canada
$239K – – –
ODCM
1043
Old Dominion Capital Management
Virginia
$239K +$226K +2,482 New
BCM
1044
Brown Capital Management
Maryland
$236K -$14.8K -163 -6%
AWM
1045
Aries Wealth Management
Maine
$236K – – –
PHAM
1046
Palisades Hudson Asset Management
Florida
$234K -$21.3K -234 -9%
FC
1047
Ferris Capital
Massachusetts
$234K -$8.47K -93 -4%
MA
1048
Mutual Advisors
Nebraska
$233K +$221K +2,422 New
BP
1049
BBR Partners
New York
$232K +$220K +2,413 New
FCH
1050
Freestone Capital Holdings
Washington
$232K +$220K +2,414 New
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42
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