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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1976
Monetary Management Group
Missouri
$218K -$172K -700 -42%
FM
1977
Foster & Motley
Ohio
$218K – – –
NG
1978
Northstar Group
New York
$216K – – –
NCM
1979
NCM Capital Management
New Jersey
$216K -$3.69K -15 -2%
NRI
1980
NFP Retirement Inc
California
$215K +$42.3K +172 +22%
SPP
1981
Single Point Partners
Massachusetts
$215K +$230K +936 New
RCM
1982
RB Capital Management
Nevada
$215K +$7.62K +31 +3%
FBFS
1983
First Business Financial Services
Wisconsin
$214K – – –
CYG
1984
Clean Yield Group
Vermont
$214K +$48.4K +197 +27%
GDP
1985
Great Diamond Partners
Maine
$213K -$13.3K -54 -5%
AW
1986
Alteri Wealth
California
$213K +$228K +929 New
JSAM
1987
J. Safra Asset Management
New York
$212K +$15.5K +63 +7%
OA
1988
Oxbow Advisors
Texas
$212K -$492 -2 -0.2%
DIM
1989
Delta Investment Management
California
$211K +$226K +921 New
SHFA
1990
SS&H Financial Advisors
Michigan
$211K – – –
ABTD
1991
Arvest Bank Trust Division
Oklahoma
$211K +$1.23K +5 +0.5%
BDF
1992
Black Diamond Financial
Maryland
$211K -$13.5K -55 -6%
T
1993
TOBAM
France
$210K -$79.9K -325 -26%
SPWM
1994
Schrum Private Wealth Management
Florida
$210K +$31.2K +127 +16%
BTWM
1995
Baker Tilly Wealth Management
Wisconsin
$209K +$4.18K +17 +2%
KA
1996
Kearns & Associates
California
$209K – – –
4WM
1997
49 Wealth Management
Texas
$208K -$5.41K -22 -2%
SMC
1998
Smith, Moore & Co
Missouri
$208K – – –
MFP
1999
Meridian Financial Partners
Virginia
$208K -$13K -53 -6%
LA
2000
LVW Advisors
New York
$207K -$88.7K -361 -29%
78 79
80
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