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Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1976
WFA of San Diego
California
$32.2K +$32K +151 New
FCAG
1977
First Capital Advisors Group
New Jersey
$31.7K +$31.5K +149 New
IWP
1978
IAG Wealth Partners
Wisconsin
$31K +$23.9K +113 +342%
SHIM
1979
Stone House Investment Management
Pennsylvania
$30K
GWSG
1980
GPS Wealth Strategies Group
Colorado
$29.2K +$5.08K +24 +21%
SVCP
1981
Silicon Valley Capital Partners
California
$28.8K +$635 +3 +2%
BC
1982
Blackhill Capital
New Jersey
$28.8K +$28.6K +135 New
GEA
1983
Glen Eagle Advisors
New Jersey
$27.6K
SC
1984
Steph & Co
Wisconsin
$25.2K
RWM
1985
Raffa Wealth Management
District of Columbia
$25K
RDIA
1986
RE Dickinson Investment Advisors
Iowa
$24K
FP
1987
Financial Perspectives
Minnesota
$24K +$23.9K +113 New
TWP
1988
TFO Wealth Partners
Ohio
$22.8K +$19.7K +93 +664%
CCMI
1989
Creative Capital Management Investments
California
$21.6K -$213K -1,008 -91%
GA
1990
GoalVest Advisory
New York
$21.6K -$1.91K -9 -8%
NCM
1991
Northwest Capital Management
Oregon
$21.6K +$21.6K +102 New
MCA
1992
Maryland Capital Advisors
Maryland
$20.4K
2L
1993
25 LLC
Missouri
$19.1K -$1.06K -5 -5%
SFG
1994
Steward Financial Group
Texas
$19K +$19.9K +94 New
RIM
1995
Ranger Investment Management
Texas
$19K
FSWA
1996
Financial Synergies Wealth Advisors
Texas
$18.7K +$18.6K +88 New
IPW
1997
Impact Partnership Wealth
Georgia
$18.2K +$18.2K +86 New
PP
1998
PrairieView Partners
Minnesota
$18K
SC
1999
Stephens Consulting
Michigan
$18K
HH
2000
HWG Holdings
Texas
$17.8K +$8.04K +38 +84%