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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1801
Avalon Capital Management
California
$271K +$265K +1,085 New
IWA
1802
IVC Wealth Advisors
Pennsylvania
$270K – – –
4WM
1803
4J Wealth Management
Virginia
$270K +$2.2K +9 +0.8%
WC
1804
Weil Company
California
$269K +$263K +1,077 New
SRSA
1805
S.R. Schill & Associates
Washington
$269K +$15.1K +62 +6%
FOA
1806
Five Oceans Advisors
California
$267K +$976 +4 +0.4%
MC
1807
Mirabaud & Cie
Switzerland
$265K +$259K +1,062 New
ACM
1808
AUA Capital Management
Pennsylvania
$265K +$7.57K +31 +3%
CSWM
1809
Cassady Schiller Wealth Management
Ohio
$263K -$11.5K -47 -4%
OWMIAS
1810
One Wealth Management Investment & Advisory Services
Florida
$263K +$257K +1,053 New
HI
1811
Harrington Investments
California
$263K -$5.86K -24 -2%
SFFS
1812
Stonehage Fleming Financial Services
Jersey
$263K +$220K +900 +769%
WCFA
1813
Walkner Condon Financial Advisors
Wisconsin
$262K +$13.2K +54 +5%
BFG
1814
Beacon Financial Group
Texas
$262K +$9.52K +39 +4%
CWG
1815
Cornerstone Wealth Group
North Carolina
$261K +$255K +1,046 New
ECU
1816
Eisler Capital (UK)
United Kingdom
$260K -$4M -16,387 -94%
MSWM
1817
McGlone Suttner Wealth Management
Wisconsin
$260K +$10.7K +44 +4%
ARC
1818
Advisor Resource Council
Texas
$260K +$274K +1,122 New
WP
1819
Westmount Partners
California
$259K – – –
TNA
1820
True North Advisors
Texas
$259K +$24.9K +102 +11%
CAM
1821
Congress Asset Management
Massachusetts
$257K -$15.1K -62 -6%
GSIAS
1822
Garden State Investment Advisory Services
New Jersey
$257K -$11K -45 -4%
RWA
1823
Roberts Wealth Advisors
California
$256K +$261K +1,070 New
CWA
1824
Consilium Wealth Advisory
Texas
$256K +$33.9K +139 +16%
CA
1825
Claro Advisors
Massachusetts
$255K +$249K +1,022 New
71 72
73
74 75