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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1451
Prentice Wealth Management
New York
$542K +$6.02K +27 +1%
RCM
1452
Radnor Capital Management
Pennsylvania
$527K +$535K +2,398 New
WBG
1453
Wharton Business Group
Pennsylvania
$526K
PWMAG
1454
Pinnacle Wealth Management Advisory Group
New Jersey
$525K +$107K +478 +25%
NA
1455
Nottingham Advisors
New York
$524K
GW
1456
GW & Wade
Massachusetts
$524K +$226K +1,013 +74%
ZB
1457
Zions Bancorporation
Utah
$520K +$4.46K +20 +0.9%
HI
1458
Hoey Investments
Pennsylvania
$518K -$83.4K -374 -14%
OPPS
1459
Obsidian Personal Planning Solutions
Maryland
$517K -$6.02K -27 -1%
FCAS
1460
First Command Advisory Services
Texas
$516K +$523K +2,345 New
GFWA
1461
Grey Fox Wealth Advisors
Delaware
$515K -$40.8K -183 -7%
BRM
1462
Boston Research & Management
Massachusetts
$515K
JAG
1463
Journey Advisory Group
Kentucky
$512K
PPC
1464
Park Place Capital
Alabama
$512K +$8.7K +39 +2%
PCM
1465
Pointe Capital Management
Michigan
$512K
SSA
1466
South Street Advisors
New York
$511K
SFO
1467
Stokes Family Office
Louisiana
$511K +$518K +2,324 New
AWM
1468
Aries Wealth Management
Maine
$509K -$27.7K -124 -4%
TAM
1469
Trillium Asset Management
Massachusetts
$508K +$50.4K +226 +11%
OCM
1470
One Capital Management
California
$507K +$118K +528 +30%
LIM
1471
Lathrop Investment Management
Arkansas
$506K
WWP
1472
WR Wealth Planners
Missouri
$502K +$22.5K +101 +5%
APWM
1473
Argonautica Private Wealth Management
Massachusetts
$502K
PHAM
1474
Palisades Hudson Asset Management
Florida
$500K
WPC
1475
White Pine Capital
Minnesota
$499K +$167K +748 +49%