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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1351
Great Diamond Partners
Maine
$188K +$175K +1,382 New
BAM
1352
Belpointe Asset Management
Nevada
$187K +$18.7K +148 +12%
SAM
1353
S.A. Mason
Michigan
$187K +$173K +1,372 New
AAP
1354
Arax Advisory Partners
Colorado
$178K -$26.5K -210 -14%
RIA
1355
Realta Investment Advisors
Delaware
$169K +$7.33K +58 +5%
FCB
1356
First Command Bank
Texas
$165K – – –
FCFS
1357
First Command Financial Services
Texas
$165K – – –
IFAM
1358
Institutional & Family Asset Management
Colorado
$163K – – –
SWM
1359
Sugarloaf Wealth Management
Georgia
$161K +$150K +1,184 New
PA
1360
Procyon Advisors
Connecticut
$160K +$149K +1,178 New
PFBT
1361
Parkside Financial Bank & Trust
Missouri
$158K +$9.48K +75 +7%
OSAM
1362
O'Shaughnessy Asset Management
Connecticut
$156K +$140K +1,109 +3,169%
ACA
1363
Atlas Capital Advisors
Wyoming
$154K +$5.31K +42 +4%
GC
1364
Grace Capital
Massachusetts
$153K – – –
WHG
1365
Westwood Holdings Group
Texas
$153K +$143K +1,128 New
LWA
1366
Lenox Wealth Advisors
New York
$149K -$47.6K -377 -26%
AWM
1367
Atticus Wealth Management
Florida
$148K +$138K +1,089 New
TL
1368
TrueWealth LLC
Georgia
$147K – – –
BAM
1369
Bellevue Asset Management
Washington
$141K +$131K +1,038 New
TA
1370
TFG Advisers
Michigan
$139K +$129K +1,022 New
BCA
1371
Berman Capital Advisors
Georgia
$138K +$126 +1 +0.1%
EP
1372
Eudaimonia Partners
Tennessee
$135K +$125K +989 New
SMFS
1373
Squar Milner Financial Services
California
$132K +$123K +972 New
APC
1374
Aspire Private Capital
North Carolina
$128K – – –
CYG
1375
Clean Yield Group
Vermont
$128K – – –
53 54
55
56 57