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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1601
Pines Wealth Management
North Carolina
$433K +$40.7K +185 +11%
PIFP
1602
Partners in Financial Planning
Virginia
$432K – – –
IRP
1603
Investment Research Partners
Pennsylvania
$432K +$36.5K +166 +10%
WIM
1604
WealthPlan Investment Management
Nebraska
$431K -$77.2K -351 -16%
SCM
1605
SOL Capital Management
Maryland
$430K +$11K +50 +3%
SWM
1606
Stronghold Wealth Management
Florida
$429K +$412K +1,874 New
TIP
1607
Torray Investment Partners
Maryland
$428K – – –
RWP
1608
Revolve Wealth Partners
New Jersey
$428K +$10.3K +47 +3%
SAM
1609
Stenahm Asset Management
Guernsey
$428K – – –
GC
1610
Gilbert & Cook
Iowa
$427K +$4.84K +22 +1%
AGP
1611
Autumn Glory Partners
Texas
$427K +$110K +500 +37%
AP
1612
Anchyra Partners
Georgia
$426K +$410K +1,863 New
MF
1613
Montis Financial
Massachusetts
$425K +$95.2K +433 +30%
OL
1614
OneFund LLC
Florida
$424K +$22.9K +104 +6%
RPWA
1615
Regent Peak Wealth Advisors
Georgia
$418K +$6.59K +30 +2%
LC
1616
LCNB Corp
Ohio
$418K – – –
PAS
1617
Parsonex Advisory Services
Colorado
$418K -$18.9K -86 -4%
JIC
1618
Joel Isaacson & Co
New York
$418K +$36.7K +167 +10%
BFIM
1619
Beese Fulmer Investment Management
Ohio
$418K +$401K +1,823 New
FSA
1620
Financial Sense Advisors
California
$417K – – –
KCM
1621
Kathmere Capital Management
Pennsylvania
$417K +$54.3K +247 +16%
SPC
1622
Spirepoint Private Client
Florida
$415K +$6.59K +30 +2%
BWM
1623
BankPlus Wealth Management
Mississippi
$415K -$14.1K -64 -3%
TTWM
1624
TCV Trust & Wealth Management
Virginia
$413K -$9.89K -45 -2%
RCM
1625
Radnor Capital Management
Pennsylvania
$412K -$71.4K -325 -15%
63 64
65
66 67