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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1501
Wharton Business Group
Pennsylvania
$420K – – –
Rakuten Investment Management
1502
Rakuten Investment Management
Japan
$420K +$865K +4,347 New
BFC
1503
Bedel Financial Consulting
Indiana
$418K – – –
OPPS
1504
Obsidian Personal Planning Solutions
Maryland
$416K -$4.38K -22 -1%
DF
1505
Dunhill Financial
United Kingdom
$416K +$396K +1,991 +1,878%
Ferguson Wellman Capital Management
1506
Ferguson Wellman Capital Management
Oregon
$416K -$11.1K -56 -3%
RBWA
1507
RFG - Bristol Wealth Advisors
Massachusetts
$415K -$27.1K -136 -6%
RWM
1508
RKL Wealth Management
Pennsylvania
$415K -$415K -2,087 -50%
SSA
1509
South Street Advisors
New York
$414K – – –
CWA Asset Management Group
1510
CWA Asset Management Group
Florida
$414K -$69.2K -348 -14%
BFO
1511
Biltmore Family Office
North Carolina
$414K +$29.6K +149 +8%
WE
1512
Wealth Effects
Massachusetts
$409K – – –
JFGIW
1513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$408K +$147K +739 +56%
CCM
1514
Cloud Capital Management
Washington
$407K -$597 -3 -0.1%
SI
1515
Seeds Investor
New York
$407K -$17.5K -88 -4%
AIM
1516
Advyzon Investment Management
Illinois
$407K +$59.7K +300 +17%
Spire Wealth Management
1517
Spire Wealth Management
Virginia
$406K -$86.6K -435 -18%
Kingswood Wealth Advisors
1518
Kingswood Wealth Advisors
California
$405K -$231K -1,161 -36%
BAM
1519
Blueshift Asset Management
New Jersey
$405K +$70.8K +356 +21%
PAS
1520
Point72 Asia (Singapore)
Singapore
$405K -$5.33M -26,767 -93%
1IA
1521
1834 Investment Advisors
Wisconsin
$405K +$11.7K +59 +3%
EC
1522
EdgeRock Capital
Colorado
$404K +$405K +2,036 New
CCA
1523
Cobblestone Capital Advisors
New York
$403K -$4.38K -22 -1%
IWA
1524
Icon Wealth Advisors
Texas
$403K -$1.59K -8 -0.4%
SC
1525
Sepio Capital
Utah
$402K +$176K +884 +77%