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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Aevitas Wealth Management
Massachusetts
$62K -$817 -9 -1%
HL
1202
Harding Loevner
New Jersey
$62K – – –
PR
1203
Payden & Rygel
California
$62K – – –
SNT
1204
Security National Trust
West Virginia
$62K – – –
PFO
1205
Pathstone Family Office
New Jersey
$62K +$61.5K +677 New
FPFS
1206
First Personal Financial Services
North Carolina
$60K – – –
GWA
1207
Guidant Wealth Advisors
Illinois
$57K -$1.36K -15 -2%
TIM
1208
Tortoise Investment Management
New York
$54K -$4.99K -55 -8%
AIM
1209
Advantage Investment Management
Iowa
$54K – – –
RIM
1210
Ranger Investment Management
Texas
$54K +$48.6K +535 +922%
OC
1211
Oakworth Capital
Alabama
$53K – – –
VCM
1212
Versant Capital Management
Arizona
$52K – – –
TVWM
1213
Tower View Wealth Management
Wisconsin
$52K +$91 +1 +0.2%
CQS
1214
Credential Qtrade Securities
$51.4K – – –
CHP
1215
Cable Hill Partners
Oregon
$51K +$32.4K +357 +187%
BCM
1216
Blume Capital Management
California
$50K – – –
CFA
1217
Clarfeld Financial Advisors
New York
$50K +$49.1K +541 New
HIIFS
1218
Harel Insurance Investments & Financial Services
Israel
$48K – – –
FTI
1219
Fiduciary Trust International
Massachusetts
$47K +$46.3K +510 New
WANY
1220
Wealthspire Advisors (New York)
New York
$47K +$46.3K +510 New
MOS
1221
MGO One Seven
Ohio
$44K +$44.5K +490 New
WAP
1222
Wealthcare Advisory Partners
Pennsylvania
$43K +$7.72K +85 +22%
MWA
1223
Meridian Wealth Advisors
Texas
$41K +$40.9K +451 New
AIA
1224
Arcadia Investment Advisors
Idaho
$40.4K – – –
RCG
1225
Ruggie Capital Group
Florida
$40K +$39.4K +434 New
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