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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1951
REAP Financial Group
Texas
$52K -$35.4K -178 -40%
BFPW
1952
BOK Financial Private Wealth
Colorado
$50.8K – – –
MCM
1953
MV Capital Management
Maryland
$50.8K -$10.1K -51 -17%
BIA
1954
Bell Investment Advisors
California
$50.6K +$6.57K +33 +15%
KFI
1955
Key Financial Inc
Pennsylvania
$50K -$995 -5 -2%
EWP
1956
Elevation Wealth Partners
California
$49.6K +$3.58K +18 +8%
C
1957
Covestor
United Kingdom
$49K +$995 +5 +2%
HNW
1958
High Note Wealth
Minnesota
$48.6K -$3.78K -19 -7%
RFS
1959
Richardson Financial Services
Massachusetts
$47.6K +$12.1K +61 +34%
MWA
1960
Medallion Wealth Advisors
Connecticut
$46.5K – – –
TVWM
1961
Tower View Wealth Management
Wisconsin
$45.1K -$193K -972 -81%
PC
1962
Promus Capital
Illinois
$44.2K – – –
TTIC
1963
Tower Trust & Investment Company
Iowa
$43.8K – – –
ECM
1964
Estabrook Capital Management
New York
$43.6K – – –
1IA
1965
1620 Investment Advisors
Massachusetts
$42.8K – – –
AWM
1966
Ameliora Wealth Management
Switzerland
$41.2K +$34.4K +173 +494%
CAM
1967
Costello Asset Management
Pennsylvania
$39.7K – – –
FMB
1968
Field & Main Bank
Kentucky
$39.7K – – –
MMG
1969
Monetary Management Group
Missouri
$39.7K – – –
CPBTD
1970
Central Pacific Bank - Trust Division
Hawaii
$39.3K – – –
AWM
1971
Abound Wealth Management
Tennessee
$38.2K -$796 -4 -2%
FFA
1972
Frazier Financial Advisors
Ohio
$37.5K – – –
HWA
1973
Heartwood Wealth Advisors
Virginia
$37.5K +$37.6K +189 New
PP
1974
PFS Partners
New Jersey
$37.4K +$199 +1 +0.5%
MFT
1975
Moisand Fitzgerald Tamayo
Florida
$37.3K – – –