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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
1976
Olistico Wealth
Oklahoma
$56.1K -$2.91K -15 -5%
PWA
1977
Physician Wealth Advisors
Utah
$55.5K -$19.2K -99 -26%
BCPWM
1978
Bradley & Co Private Wealth Management
Florida
$54.7K – – –
HDIM
1979
Hanson & Doremus Investment Management
Vermont
$54K – – –
HNW
1980
High Note Wealth
Minnesota
$52.2K +$1.16K +6 +2%
TPWA
1981
Twin Peaks Wealth Advisors
California
$51.4K +$48.5K +250 New
BFPW
1982
BOK Financial Private Wealth
Colorado
$50.7K -$14.3K -74 -22%
RI
1983
Ridgewood Investments
New Jersey
$50.1K – – –
MWM
1984
Mascoma Wealth Management
New Hampshire
$48.8K – – –
C
1985
Covestor
United Kingdom
$48K +$1.55K +8 +3%
IHWM
1986
Iron Horse Wealth Management
Iowa
$47.8K – – –
KFI
1987
Key Financial Inc
Pennsylvania
$47.4K – – –
MWA
1988
Medallion Wealth Advisors
Connecticut
$46.9K – – –
EWP
1989
Elevation Wealth Partners
California
$45.8K – – –
BCMLT
1990
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K -$11.1K -57 -20%
PC
1991
Promus Capital
Illinois
$44.1K – – –
BIA
1992
Bell Investment Advisors
California
$43.9K -$16.5K -85 -28%
TTIC
1993
Tower Trust & Investment Company
Iowa
$43.7K – – –
ECM
1994
Estabrook Capital Management
New York
$43.5K +$1.94K +10 +5%
1IA
1995
1620 Investment Advisors
Massachusetts
$42.7K – – –
PSFG
1996
Park Square Financial Group
Georgia
$40.5K +$776 +4 +2%
FMB
1997
Field & Main Bank
Kentucky
$39.5K -$139K -715 -78%
GWP
1998
Gen-Wealth Partners
Michigan
$39.5K -$1.55K -8 -4%
CAM
1999
Costello Asset Management
Pennsylvania
$39.5K – – –
MMG
2000
Monetary Management Group
Missouri
$39.5K – – –
78 79
80
81 82