DHR icon

Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1951
Transamerica Financial Advisors
Florida
$60.7K +$34.9K +164 +106%
LWM
1952
Lodestone Wealth Management
Washington
$58.9K – – –
MAM
1953
Meeder Asset Management
Ohio
$58.6K +$37.1K +174 +129%
BIM
1954
Breakwater Investment Management
Washington
$58.4K -$7.45K -35 -10%
FCT
1955
First Community Trust
Iowa
$58.4K – – –
FPB
1956
First PREMIER Bank
South Dakota
$57K – – –
AP
1957
Atwood & Palmer
Missouri
$56.9K -$20.2K -95 -24%
GIC
1958
Generali Investments CEE
Czech Republic
$55.9K – – –
LC
1959
Lavaca Capital
Texas
$55.6K – – –
API
1960
Asset Planning Inc
California
$55K – – –
OW
1961
Olistico Wealth
Oklahoma
$53.8K – – –
TPWA
1962
Twin Peaks Wealth Advisors
California
$53.5K +$60.1K +282 New
1CP
1963
1015 Capital Partners
Pennsylvania
$53.3K +$639 +3 +1%
SIC
1964
SJS Investment Consulting
Ohio
$53.3K +$40K +188 +202%
BWL
1965
Bogart Wealth LLC
Virginia
$52.7K +$18.3K +86 +45%
BCPWM
1966
Bradley & Co Private Wealth Management
Florida
$52.6K – – –
BC
1967
Barrett & Company
Rhode Island
$51.2K – – –
MCM
1968
MV Capital Management
Maryland
$50.8K -$5.75K -27 -9%
HNW
1969
High Note Wealth
Minnesota
$50.8K -$5.11K -24 -8%
DCBT
1970
Dakota Community Bank & Trust
North Dakota
$50.2K +$16.4K +77 +41%
WAG
1971
Wilkerson Advisory Group
Missouri
$48.9K -$214K -1,005 -80%
BFPW
1972
BOK Financial Private Wealth
Colorado
$48.6K – – –
EWP
1973
Elevation Wealth Partners
California
$48.3K -$852 -4 -2%
IPS
1974
Investors Portfolio Services
Washington
$48K -$426 -2 -0.8%
SWM
1975
SHP Wealth Management
Massachusetts
$47.6K +$3.83K +18 +8%
77 78
79
80 81