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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1926
Turtle Creek Wealth Advisors
Texas
$203K +$205K +813 New
TPA
1927
Trivium Point Advisory
Connecticut
$203K +$205K +813 New
FFA
1928
Founders Financial Alliance
North Carolina
$203K -$22.2K -88 -10%
SWM
1929
Sugarloaf Wealth Management
Georgia
$202K – – –
PWG
1930
Portside Wealth Group
Utah
$202K -$2.78K -11 -1%
AI
1931
Atom Investors
Texas
$202K -$1.29M -5,102 -86%
A
1932
AJOVista
Massachusetts
$202K – – –
QWM
1933
Quadcap Wealth Management
Texas
$201K – – –
CVM
1934
Cheviot Value Management
California
$201K – – –
EFP
1935
Elser Financial Planning
Indiana
$200K +$203K +802 New
GWI
1936
Grace & White Inc
New York
$200K – – –
MSFP
1937
Mark Sheptoff Financial Planning
Connecticut
$200K – – –
DWA
1938
Dougherty Wealth Advisers
Minnesota
$196K – – –
ITIM
1939
Indiana Trust & Investment Management
Indiana
$190K +$505 +2 +0.3%
CYG
1940
Clean Yield Group
Vermont
$181K +$2.27K +9 +1%
SIC
1941
Salem Investment Counselors
North Carolina
$180K – – –
VCM
1942
Versant Capital Management
Arizona
$178K +$99K +392 +122%
OWA
1943
Opal Wealth Advisors
New York
$178K -$66.4K -263 -27%
SNB
1944
Security National Bank
Nebraska
$178K – – –
EBA
1945
Eagle Bay Advisors
New York
$173K +$126K +499 +260%
AF
1946
Advisornet Financial
Minnesota
$171K -$18.2K -72 -9%
PP
1947
Pacifica Partners
Canada
$171K – – –
AA
1948
Addison Advisors
Vermont
$167K +$16.9K +67 +11%
HCM
1949
Hollencrest Capital Management
California
$162K – – –
ACA
1950
American Capital Advisory
Idaho
$162K – – –