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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1301
DFPG Investments
Utah
$233K +$206K +1,631 New
MMG
1302
Monetary Management Group
Missouri
$230K -$7.08K -56 -3%
MG
1303
Mather Group
Illinois
$230K +$214K +1,691 New
EMG
1304
Ellington Management Group
Connecticut
$230K +$214K +1,692 New
KWMG
1305
King Wealth Management Group
Florida
$229K -$10.2K -81 -5%
TI
1306
Truehand Inc
New Hampshire
$228K – – –
CIP
1307
Convergence Investment Partners
Florida
$227K -$1.24M -9,794 -85%
CAMG
1308
CWA Asset Management Group
Florida
$227K +$7.71K +61 +4%
PCS
1309
Personal CFO Solutions
New Jersey
$225K +$10.9K +86 +5%
BPWA
1310
Beacon Pointe Wealth Advisors
California
$225K +$209K +1,656 New
ACA
1311
Aptus Capital Advisors
Alabama
$224K +$208K +1,649 New
HWA
1312
Heritage Wealth Advisors
Virginia
$223K +$2.53K +20 +1%
DC
1313
Derby & Company
Massachusetts
$223K – – –
CW
1314
CreativeOne Wealth
Kansas
$223K +$207K +1,642 New
SRSA
1315
S.R. Schill & Associates
Washington
$222K -$2.78K -22 -1%
NFG
1316
Nadler Financial Group
Illinois
$222K – – –
SCA
1317
Sippican Capital Advisors
Massachusetts
$222K – – –
ZB
1318
Zions Bancorporation
Utah
$221K +$26K +206 +15%
AIA
1319
Alera Investment Advisors
Illinois
$220K -$138K -1,091 -40%
SIG
1320
Sargent Investment Group
Maryland
$219K – – –
ACM
1321
AUA Capital Management
Pennsylvania
$217K -$97.9K -775 -33%
BOPW
1322
Brandywine Oak Private Wealth
Pennsylvania
$217K – – –
SWM
1323
Stockman Wealth Management
Montana
$216K – – –
CCP
1324
Clarkston Capital Partners
Michigan
$215K – – –
EWA
1325
Evolution Wealth Advisors
Florida
$215K +$197K +1,556 +7,410%
51 52
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