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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1301
Cosner Financial Group
Colorado
$753K +$692K +3,253 New
WP
1302
Waycross Partners
Kentucky
$752K -$173K -811 -20%
EWA
1303
Encompass Wealth Advisors
Oregon
$752K -$88.5K -416 -11%
PI
1304
PFG Investments
New York
$752K -$278K -1,307 -29%
ODIJL
1305
One Day In July LLC
Vermont
$750K -$91.3K -429 -12%
CFP
1306
Catalyst Financial Partners
Massachusetts
$750K -$75.8K -356 -10%
GIA
1307
Gladstone Institutional Advisory
Florida
$749K -$265K -1,243 -28%
CWA Asset Management Group
1308
CWA Asset Management Group
Florida
$748K +$8.3K +39 +1%
CT
1309
Caldwell Trust
Florida
$748K -$139K -652 -17%
BA
1310
Ballast Advisors
Minnesota
$744K +$216K +1,014 +46%
Evergreen Capital Management
1311
Evergreen Capital Management
Washington
$743K -$308K -1,447 -31%
MFG
1312
MidWestOne Financial Group
Iowa
$738K -$82.4K -387 -11%
RIA
1313
Realta Investment Advisors
Delaware
$734K +$76K +357 +13%
Independent Advisor Alliance
1314
Independent Advisor Alliance
North Carolina
$732K -$422K -1,982 -39%
VCM
1315
Virtue Capital Management
Tennessee
$731K -$843K -3,959 Closed
VWM
1316
VCI Wealth Management
Missouri
$730K +$672K +3,156 New
FSC
1317
Full Sail Capital
Oklahoma
$729K -$169K -794 -20%
CFFP
1318
Center for Financial Planning
Michigan
$729K -$85.8K -403 -11%
CSC
1319
Caldwell Sutter Capital
California
$728K -$110K -516 -14%
RWPA
1320
Richard W. Paul & Associates
Michigan
$728K -$93K -437 -12%
MWA
1321
Meridian Wealth Advisors
Texas
$711K -$83.9K -394 -11%
BWG
1322
Boomfish Wealth Group
Georgia
$711K +$654K +3,074 New
Birch Hill Investment Advisors
1323
Birch Hill Investment Advisors
Massachusetts
$711K -$54.9K -258 -8%
AWA
1324
Arete Wealth Advisors
Illinois
$710K -$74.9K -352 -10%
MSFS
1325
Main Street Financial Solutions
Pennsylvania
$710K -$94.1K -442 -13%