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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
UCB
1551
United Community Bank
South Carolina
$375K -$27.3K -137 -7%
PIFP
1552
Partners in Financial Planning
Virginia
$374K +$2.59K +13 +0.7%
BWM
1553
BankPlus Wealth Management
Mississippi
$372K -$9.75K -49 -3%
CIA
1554
Caerus Investment Advisors
Texas
$372K +$373K +1,875 New
Confluence Wealth Services
1555
Confluence Wealth Services
Pennsylvania
$371K +$69.6K +350 +23%
TIP
1556
Torray Investment Partners
Maryland
$371K – – –
SAM
1557
Stenahm Asset Management
Guernsey
$371K -$6.07M -30,500 -94%
SteelPeak Wealth
1558
SteelPeak Wealth
California
$370K -$42.8K -215 -10%
1WM
1559
1900 Wealth Management
Texas
$369K +$597 +3 +0.2%
IRP
1560
Investment Research Partners
Pennsylvania
$368K +$342K +1,720 New
PFSC
1561
Peoples Financial Services Corp
Pennsylvania
$368K +$79.6K +400 +27%
TTWM
1562
TCV Trust & Wealth Management
Virginia
$367K – – –
GC
1563
Gilbert & Cook
Iowa
$366K +$3.98K +20 +1%
SCM
1564
SOL Capital Management
Maryland
$363K +$9.95K +50 +3%
LC
1565
LCNB Corp
Ohio
$362K – – –
FSA
1566
Financial Sense Advisors
California
$361K – – –
RWP
1567
Revolve Wealth Partners
New Jersey
$361K +$27.5K +138 +8%
SIA
1568
SGL Investment Advisors
Montana
$361K -$2.59K -13 -0.8%
EM
1569
Excalibur Management
Massachusetts
$358K -$22.5K -113 -6%
RPWA
1570
Regent Peak Wealth Advisors
Georgia
$356K +$358K +1,798 New
JMFC
1571
J.M. Forbes & Co
Massachusetts
$355K -$85.6K -430 -19%
CAL
1572
Capital Advisors Ltd
Ohio
$354K -$23.9K -120 -6%
LFA
1573
Legacy Financial Advisors
Kentucky
$354K -$51.1K -257 -13%
SPC
1574
Spirepoint Private Client
Florida
$353K -$3.18K -16 -0.9%
AWM
1575
Accurate Wealth Management
Florida
$353K -$6.96K -35 -2%