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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1951
Blue Bell Private Wealth Management
Pennsylvania
$44K – – –
HDIM
1952
Hanson & Doremus Investment Management
Vermont
$44K – – –
SC
1953
Siena Capital
Ohio
$44K +$42.3K +169 New
VNA
1954
Valley National Advisers
Pennsylvania
$43K +$19K +76 +85%
DCM
1955
Disciplina Capital Management
Tennessee
$42.5K +$41.1K +164 New
RDIA
1956
RE Dickinson Investment Advisors
Iowa
$42K – – –
SIC
1957
SJS Investment Consulting
Ohio
$42K +$29.3K +117 +260%
BCMLT
1958
Beacon Capital Management LLC (Tennessee)
Tennessee
$42K +$40.6K +162 New
POIA
1959
Pin Oak Investment Advisors
Texas
$41K -$12K -48 -23%
TWM
1960
Tradition Wealth Management
Minnesota
$41K -$751 -3 -2%
SPWM
1961
Spartan Planning & Wealth Management
North Carolina
$41K +$39.3K +157 New
KTC
1962
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
KFS
1963
Kelly Financial Services
Massachusetts
$39.8K +$250 +1 +0.7%
HR
1964
Howe & Rusling
New York
$38K +$11.8K +47 +48%
TCWA
1965
Ten Capital Wealth Advisors
Washington
$37K – – –
AW
1966
Alaethes Wealth
Nevada
$35K – – –
ANBT
1967
American National Bank & Trust
Texas
$35K +$33.6K +134 New
MUMSS
1968
Mitsubishi UFJ Morgan Stanley Securities
Japan
$35K +$33.8K +135 New
SFFS
1969
Stonehage Fleming Financial Services
Jersey
$34K – – –
LSA
1970
Lansing Street Advisors
Pennsylvania
$34K +$31.5K +126 New
AWM
1971
Accel Wealth Management
Iowa
$33K – – –
SIAP
1972
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K – – –
GWSG
1973
GPS Wealth Strategies Group
Colorado
$32K +$1.25K +5 +4%
SC
1974
Steph & Co
Wisconsin
$31K -$67.4K -269 -70%
PCM
1975
Penserra Capital Management
California
$29K -$177K -708 -86%
77 78
79
80 81