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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
1951
Quadcap Wealth Management
Texas
$201K +$197K +806 New
AWA
1952
Amplius Wealth Advisors
Pennsylvania
$201K +$197K +806 New
CVM
1953
Cheviot Value Management
California
$201K +$196K +804 New
MSFP
1954
Mark Sheptoff Financial Planning
Connecticut
$200K – – –
GWI
1955
Grace & White Inc
New York
$200K +$195K +800 New
ECM
1956
Estabrook Capital Management
New York
$198K – – –
DWA
1957
Dougherty Wealth Advisers
Minnesota
$196K -$50.3K -206 -21%
NIC
1958
Northwest Investment Counselors
Oregon
$193K +$188K +771 New
AF
1959
Advisornet Financial
Minnesota
$189K +$18.8K +77 +11%
ITIM
1960
Indiana Trust & Investment Management
Indiana
$189K +$16.6K +68 +10%
SIC
1961
Salem Investment Counselors
North Carolina
$180K – – –
CYG
1962
Clean Yield Group
Vermont
$179K – – –
SNB
1963
Security National Bank
Nebraska
$178K – – –
PP
1964
Pacifica Partners
Canada
$177K – – –
ACA
1965
American Capital Advisory
Idaho
$176K – – –
JWM
1966
Janiczek Wealth Management
Colorado
$176K +$976 +4 +0.6%
BP
1967
BNP Paribas
France
$172K +$168K +687 New
BSC
1968
Brown Shipley & Co
United Kingdom
$171K +$488 +2 +0.3%
LI
1969
LRI Investments
Florida
$170K +$166K +681 New
MME
1970
Meag Munich Ergo
Germany
$165K -$80.5K -330 -33%
SOS
1971
Silver Oak Securities
Tennessee
$165K -$52.5K -215 -25%
GAA
1972
Global Assets Advisory
Florida
$163K +$160K +657 New
HCM
1973
Hollencrest Capital Management
California
$162K -$351K -1,438 -69%
CA
1974
Crewe Advisors
Utah
$162K +$158K +648 New
BAM
1975
Bellevue Asset Management
Washington
$159K – – –