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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1951
Capital Planning Advisors
California
$229K +$492 +2 +0.2%
NFC
1952
Northstar Financial Companies
Pennsylvania
$229K +$245K +995 New
AWM
1953
Atticus Wealth Management
Florida
$228K – – –
PFGIA
1954
Patriot Financial Group Insurance Agency
Massachusetts
$228K -$8.11K -33 -3%
HP
1955
HT Partners
Connecticut
$228K – – –
MIM
1956
Miller Investment Management
Pennsylvania
$228K – – –
LP
1957
LGL Partners
Pennsylvania
$228K +$1.23K +5 +0.5%
EPIMS
1958
Evelyn Partners Investment Management Services
$227K +$243K +990 New
DAM
1959
Delta Asset Management
Tennessee
$226K – – –
RWA
1960
Roberts Wealth Advisors
California
$226K +$36.9K +150 +19%
WFAG
1961
Worth Financial Advisory Group
North Carolina
$226K +$1.48K +6 +0.6%
ITIM
1962
Indiana Trust & Investment Management
Indiana
$225K – – –
CMS
1963
Capital Market Strategies
Florida
$225K – – –
VST
1964
Van Strum & Towne
California
$225K – – –
CWM
1965
Centricity Wealth Management
Ohio
$225K +$240K +978 New
CHP
1966
Cable Hill Partners
Oregon
$224K -$102K -414 -30%
NGA
1967
Naples Global Advisors
Florida
$224K – – –
MHR
1968
Matthew Hamilton Rosenberg
$222K +$13.3K +54 +6%
PWA
1969
Providence Wealth Advisors
Illinois
$222K – – –
EA
1970
Eclectic Associates
California
$221K +$18.9K +77 +9%
EAM
1971
Empirical Asset Management
Massachusetts
$221K +$237K +963 New
GWM
1972
Gitterman Wealth Management
New Jersey
$221K +$48.2K +196 +26%
QPWM
1973
Quadrant Private Wealth Management
Pennsylvania
$220K +$2.46K +10 +1%
JC
1974
JB Capital
Connecticut
$220K -$3.93K -16 -2%
AIM
1975
Advyzon Investment Management
Illinois
$220K +$235K +958 New