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Danaher
DHR

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1976
Symmetry Partners
Connecticut
$203K +$195K +887 New
OFO
1977
OneAscent Family Office
Alabama
$203K -$49.9K -227 -20%
FC
1978
Financial Council
Maryland
$203K +$195K +885 New
OA
1979
Oxbow Advisors
Texas
$203K +$195K +885 New
YC
1980
Yarbrough Capital
Tennessee
$202K +$194K +881 New
DE
1981
DV Equities
Illinois
$201K +$193K +877 New
CG
1982
CFO4Life Group
Texas
$200K +$193K +876 New
RWM
1983
Rockline Wealth Management
New York
$200K +$192K +874 New
PK
1984
Pflug Koory
Nebraska
$199K – – –
SNB
1985
Security National Bank
Nebraska
$195K +$17.6K +80 +10%
AF
1986
Advisornet Financial
Minnesota
$194K +$21.3K +97 +13%
RCM
1987
Raleigh Capital Management
North Carolina
$193K -$1.1K -5 -0.6%
FFC
1988
First Financial Corp
Indiana
$191K – – –
TFM
1989
TFC Financial Management
Massachusetts
$190K +$20.2K +92 +12%
RFA
1990
Reyes Financial Architecture
California
$188K +$4.4K +20 +3%
MSFP
1991
Mark Sheptoff Financial Planning
Connecticut
$183K – – –
KFA
1992
Kelleher Financial Advisors
New York
$183K -$55.2K -251 -24%
MSWM
1993
Mowery & Schoenfeld Wealth Management
Illinois
$182K -$220 -1 -0.1%
DWA
1994
Dougherty Wealth Advisers
Minnesota
$180K – – –
APW
1995
Aventura Private Wealth
Florida
$179K -$659 -3 -0.4%
PPC
1996
Park Place Capital
Alabama
$178K +$7.69K +35 +5%
HAP
1997
Harbor Asset Planning
Massachusetts
$177K – – –
ITIM
1998
Indiana Trust & Investment Management
Indiana
$174K – – –
MHR
1999
Matthew Hamilton Rosenberg
$173K +$23.3K +106 +16%
SWP
2000
Strategic Wealth Partners
Ohio
$167K -$7.69K -35 -5%
78 79
80
81 82